The Importance of Wealth Planning Before Selling Your Business

Bradley R. Crockett, CFP®, CEPA™️ |
Emerald GEMs

March 9, 2021—When you start to think about selling your business and retiring, it’s important for you to know what your company is worth. However, the current market value may be different from what you will need to maintain your desired lifestyle and meet your retirement goals over the long term. In today’s podcast, National Director of Advanced Financial Planning Brad Crockett explores the importance of personal financial planning before you sell your business.

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Business Transition Planning for Small Business Owners

John O. Campbell, CFP® |
Emerald GEMs

November 19, 2020—Too often, small business owners fail to plan for the eventual transition of their businesses. However, planning for an inevitable ownership change is simply good business—and it starts years before the enterprise changes hands. Listen now as Director of Minority-Owned Business Engagement Joh Campbell discusses why all business owners, regardless of the company’s size, should prepare for their future transition.

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Selling Your Business: Building the Right Team

Alvina H. Lo and Brian Oard |
My Business
David Iannini_Hawaii Tax.png

Do your clients have the right team in place to help maximize the sale proceeds of net income and estate taxes? William & Henry Associates Chairman, President & CEO David Iannini sat down with Wilmington Trust’s President, Western Region Brian Oard and Chief Wealth Strategist Alvina Lo at the 2019 Hawaii Tax Institute to review what resources you need to help ensure things go smoothly when selling your business, with maximum benefit to you.

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