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Forecast Strategic Advisors
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Want to find out everything you need to know about business valuation, employee incentive planning, exit routes and more? Sign up to get access to our White Papers! https://bit.ly/2Lc5Jio
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Your goals are what guide your process toward a successful exit, and without them, you’ll find yourself spinning your wheels in the mud of indecision. Check out three reasons why goal setting is so important, even though your goals may change: https://bit.ly/2HbnRXj
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Our long history of developing and nourishing our list of unique capabilities allows us to not only set out a course of action to transfer your company comfortably, but to also implement that plan. Find out how we can help. Call Clarke Langrall at (410) 583-1777 today!
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If you’re considering transferring your business ownership to family, you might be tempted to put your family’s wants over your own goals. While this altruism may be admirable, it can also cause more problems than it solves. https://bit.ly/2sr1wjH
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Forecast Strategic Advisors draws on a partner network that includes some of the best lawyers, CPAs, financial planners and investment advisors in the region and nationally who focus their expertise in Business Owner Exit Planning. https://bit.ly/2HbeZR6
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Incentivizing employees, especially management, to remain with the business after the owner leaves is a critical piece of the Exit Planning puzzle. Contact us for an Employee Benefit Checklist!
http://bit.ly/2pelNrd
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Sign up here to receive our Exit Planning Review Newsletter!
https://forecastadvisors.com/newsletter-sign-up/
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This time of year, everyone is thinking about taxes. Use this time to think about saving taxed with a buy-sell agreement. http://bit.ly/2pajjKe
While they require additional planning and document drafting, intra-owner sales can be designed to save as much as 30% of the company’s cash flow from taxation.
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Considering transferring your business? Read here to learn 11 things you should keep in mind before you do:
https://forecastadvisors.com/library/white-papers/
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Because of their role in the business, key employees can just as easily stall your business exit as facilitate it. Learn more by considering the example of one business owner who had her Exit Plan stalled by one of her key employees: http://bit.ly/2tffNCW
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