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Welcome to our blog!
This blog is dedicated to you, business owner, and is all about two subjects:
How you can build and preserve Transferable Business Value*
Strategies you can apply to plan for your Succession and Business Exit
* The value a business has AFTER the owner leaves it. In other words, the value that will stay in the business in the absence of the owner.
If any of the current or future posts will help one business to be more successful, it will be our personal win!
Do you really need to do it all?
When you started your business, you might have done a lot of the heavy lifting alone. It’s something to be proud of. As businesses grow, they tend to become more complex. Many business owners one da... ...more
Exit and Succession Planning
April 11, 2023•3 min read
What do you want?
Many business owners find the bulk of their wealth within their businesses. However, planning for a successful future often means wrangling financials outside the business too. ...more
Exit and Succession Planning
March 02, 2023•4 min read
Is This Plan Right for You?
A question business owners often ask about planning for a successful future is, “How do I know the plan my advisors are building is right for me?” It’s a good question, and one that we want to help an... ...more
Exit and Succession Planning
February 09, 2023•4 min read
Building Value Outside the Business
Many business owners find the bulk of their wealth within their businesses. However, planning for a successful future often means wrangling financials outside the business too. ...more
Exit and Succession Planning
February 09, 2023•4 min read
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Copyright: Congruent Clarity, 2023
The information contained on this website is general in nature and is not legal, tax or financial advice. For information regarding your particular situation, contact an attorney or a tax or financial professional.
Exit Planning is a discipline that typically requires the collaboration of multiple professional advisors. To the extent that if our firm does not have the expertise required on a particular matter, we will always work closely with you to help you gain access to the resources and professional advice that you need.