Business Owners BUSINESS SUCCESSION PLANNING In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some more WealthWisdom on Business Succession Planning. Download Podcast BUSINESS SUCCESSION TECHNIQUES In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some more WealthWisdom on Business Succession Techniques. Download Podcast Download "Retire Happy," Our Free Ebook! Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure." First Name Last Name Email Address Exit Strategies for Business Owners After years spent launching and growing your business, the day will finally arrive when you can sit back and enjoy the fruits of your labor. But, just as starting your business involved hard work and planning, the process of exiting... Discover the Strategies An Intriguing Exit Strategy for Today's Business Owner One of the more difficult challenges facing a business owner is the formulation of a viable and economically beneficial exit strategy at retirement. Typically, the main goals of such an exit strategy are: See What's Intriguing! Don't Bank Your Retirement on Your Business Investing in your own business makes sense; many businesses achieve significant growth each year. However, when you consider that many small businesses fold every year, it becomes clear that banking your retirement solely on the... Be Prepared Retiring Business Owners - Plan for Succession If you’re a small business owner, you’ve invested a great deal of time and effort into building your company. With day-to-day demands, it may be difficult to imagine your eventual transition into retirement. Discover Your Plan Business Succession Planning When developing a succession plan for your business, you must make many decisions. Should you sell your business or give it away? Should you structure your plan to go into effect during your lifetime or at your death? Should you... Create a Plan Women: What You Should Know When Starting a Business According to the National Association of Women Business Owners, there are 11.6 million women-owned businesses, employing nearly 9 million people and generating $1.7 trillion in sales in 2017.1 Many of these businesses started small,... Start Your Business Have a Question Name Email Phone Question Thank you! Oops! WealthWise Financial Services9070 Irvine Center Drive Suite 230Irvine, CA 92618Phone: (949) 748.1177Fax: (949) 748.1178Mon-Fri: 8:00 AM - 5:00 PM Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops!