There are many reasons entrepreneurs tend to be skeptical of paying for financial advice. Still, there are times when working with a trusted advisor can be more valuable than going it alone.
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