• Mergers and Acquisitions/Exit Planning - QuickRead Top Story

    The Ticking Clock

    The Future of Main Street Business Succession In 2001, veteran investment banker, Peter Christman, first identified the need for a holistic approach to preparing owners of midmarket businesses for sale and/or exit. He set about writing a book to address this. At the time, the first Baby Boomer was 56 years of age. Those Baby Boomers are now not so young. In this article, the author shares his impression of the challenges Main Street business owners and business succession advisors face developing a plan and executing the exit plan. A Brief History Depending on how you mark the start date,…

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    Use These Homegrown Tools to Figure out if You Could Retire Early

    How to Retire in Your 30s or 40s The FIRE (Financial Independence, Retire Early) movement encourages people to save as much as half of their income in their early years so they can retire sooner and focus on other pursuits as they live off their investment portfolio.  Tom Anderson provides several retirement calculators and tools geared to the FIRE movement. To read the full article in CNBC, click: Use These Homegrown Tools to Figure out if You Could Retire Early.