Estate Planning and Your Business: Prepping the Princess for the Party

Alvina H. Lo |
My Business
Estate Planning Alvina NC.jpg

Chief Wealth Strategist Alvina Lo shares her insights in a conversation with the Trusted Counsel on the intricacies of selling a business. She shares how many entrepreneurs and business leaders tend to put off thinking about selling their businesses, and what will happen to their assets without them, until it’s too late. The results of not planning are often felt by families as well as business partners.

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Business Owners Outlook: 4Q 2019

Wilmington Trust |
My Business
BOO_IsItTimeToSell.jpg

Our Business Owners Outlook is a quarterly survey that explores business owners’ concerns and outlooks on themes that are most important to them.  In this issue, “Is Now the Time to Sell?” survey respondents shared their attitudes toward transitioning their business in light of their perceptions of macroeconomic and political conditions.

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Podcast: Is Your Business Ready to Sell?

Alvina H. Lo |
My Business
Pensive businesswoman reviewing graph and pie chart on window in office..jpeg

Wilmington Trust’s Chief Wealth Strategist, Alvina Lo, shares her insights on this podcast hosted by Trusted Counsel: In Process: Conversations about Business in the 21st Century. In this segment, Is Your Business Ready to Sell, Alvina discusses what business owners and their chief executives should be thinking about in order to get their businesses to a point where they’re ready to be sold.

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