Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

As small business owners approach retirement, a significant financial transition looms. This article delves into thoughtful ...

Dr. Craig West is the founder of Capitaliz and has been working with business owners on succession and exit strategies for over 20 years. Succession and exit planning are crucial for business owners ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Exit planning is essential for every business owner—not ...

Peter Goldstein is the CEO of Exchange Listing, an advisory firm that counsels high-growth companies to list on senior stock exchanges. As an entrepreneur with over 35 years of experience building ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. A successful business is generally the foundation of the ...

If you’re seeking investment, your business and financial plan must include a credible exit strategy. Our 6-week program helps entrepreneurs close this critical gap — turning exit hopes into clear, ...

Baby Boomers own about half of the private businesses in the U.S., and unless AI figures out a way for us to live forever, now is probably the time to figure out your succession plan. Your sale may ...

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When Rem Oculee tried to sell his distribution business after three years of building it, he learned a valuable lesson that would shape his future career: a profitable business doesn’t automatically ...