Are you selling your Financial Advisory Business for less than you could?

2020-04-22T21:44:42+00:00

Disclaimer - Opinions expressed are solely my own and do not express the views or opinions of my employer. Too many financial planners and other personal finance advisers fail to get the best value on businesses that they may have spent decades building up. Here are some thoughts on how to avoid joining them. Timing [...]

Are you selling your Financial Advisory Business for less than you could? 2020-04-22T21:44:42+00:00

An Unintended Consequence of PPP – The Sequel

2020-04-23T23:13:13+00:00

The Paycheck Protection Program ("PPP") Round 2 stands to be approved Thursday after the House pass and President signs. It is interesting in that it added an additional $321.3 billion to the pot AND authorization for an additional $310 billion.  Supposedly this is to be allocated $250 billion to all institutions and $60 billion to [...]

An Unintended Consequence of PPP – The Sequel 2020-04-23T23:13:13+00:00