Brett Fellows

Emotional Investing: How To Avoid Common Investor Pitfalls

Emotional Investing: Avoiding Common Investor Pitfalls

This article about emotional investing is part two of a four-part blog series about training yourself to make better financial decisions. “The challenge for all investors is to consume the news without being consumed by it.” –Jason Zweig  In my last post, I introduced a four-part blog series on the importance of separating fact from …

Emotional Investing: How To Avoid Common Investor Pitfalls Read More »

The Benefit Of The Doubt: How Healthy Skepticism Can Help You Make Better Financial Decisions

how to make better financial decisions

This article is part one of a four-part blog series about training yourself to make better financial decisions. Financial pundits and newscasters delivering so-called information have never been more prolific. Not to mention, continual advances in technology make it possible for us to access financial headlines, news, and opinions any time of day or night. …

The Benefit Of The Doubt: How Healthy Skepticism Can Help You Make Better Financial Decisions Read More »

Markets Are At All-Time Highs, So Why Is My Portfolio Underperforming?

Why is my portfolio underperforming the market?

Despite the challenges we’ve faced in 2020, we’re likely to end the year on at least one positive note—equity markets at home and abroad have performed well this year, for the most part, and many market indexes remain near their all-time highs. As the media celebrates every new market milestone, you may be asking yourself, …

Markets Are At All-Time Highs, So Why Is My Portfolio Underperforming? Read More »

The Seven Step Exit Planning Process

Seven Step Exit Planning Process

There is a “recipe” for creating a successful intergenerational transfer. It isn’t the only recipe that works, but because it depends on six carefully chosen ingredients, its chances for successful completion are greater than others. If any of the following six ingredients is compromised, or worse still, missing, the result will change. Ingredient 1: Parents must …

The Seven Step Exit Planning Process Read More »

Identifying “The Gap”

value gap

Business owners have a lot of information at their fingertips. There are calculators and assessments available for just about every aspect of your business and personal situation. As a result, many business owners think they have an accurate idea about the value of their business. They may even think they have an idea of where …

Identifying “The Gap” Read More »

Getting the Results You Want

Business Exit Planning

As you consider your business exit, you may find that approaching it alone is prohibitively challenging. You may also find that some of the advisors with whom you’ve worked don’t have all of the skills, tools, and strategies necessary to help you exit on your terms. While planning for your future is the key, you know that results are …

Getting the Results You Want Read More »

How Business Owners Are Approaching Their Futures

Future Business Planning

As a business owner, you know that planning is crucial, and that the new year is typically when you implement new strategies. As the new year begins, many business owners have begun to examine what they’ll do, if anything, about the long-term future of their businesses. Winston Churchill once said, “Failing to plan is planning …

How Business Owners Are Approaching Their Futures Read More »

Friction Between Business Owners

Ending Business Partnership

All business partnerships eventually come to an end when one or more partners leave the business, whether by choice or otherwise. Being prepared for the end of the partnership decreases the possibility of unwanted challenges between co-owners down the road. Common Reasons Why Partnerships End Co-owners share a unique relationship. They have built a company …

Friction Between Business Owners Read More »

How to Be Sure You Are Leaving Your Business in Good Hands

Business Buyer

Most business owners are considering several options for the future of the ownership of their businesses. If you’re keeping your options open, that is typical. But business owners who end up selling their businesses to an outside, unrelated buyer often report that they wish they had known more about what the sale process would be …

How to Be Sure You Are Leaving Your Business in Good Hands Read More »

Selling Your Business To A Key Employee

Selling Your Business to a Key Employee

What is a Key Employee? Key employees are those who have a direct and significant impact on business value, meaningfully participate in the business’ strategic future, and whose combination of skills and experience would be exceedingly difficult to replace. Why would you sell to you key employees? One reason you may want to sell to a key …

Selling Your Business To A Key Employee Read More »