Failing to plan for a transition could put you out of business
Planned Financial Services’ Frank Fantozzi on the important role a buy-sell agreement plays in alleviating uncertainty and simplifying the transition between business owners.
Key factors for creating a successful company retirement plan
Planned Financial Services’ Frank Fantozzi on how a strong corporate retirement plan can help attract and retain employees, while also benefiting owners.
How to prepare your business — and yourself — for a sale
Planned Financial Services’ Frank Fantozzi on how a Certified Exit Planning Advisor (CEPA) can help you and your business prepare for a successful exit.
Develop a business strategy now to ensure maximum value at sale
Planned Financial Services’ Frank Fantozzi on how to create an exit strategy and the importance of starting now.