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Richard Fields - Integrated Advisory Services - Winston-Salem, NC

110 Oakwood Drive, Suite 470, Winston-Salem, NC 27103

TEL.336-714-5050

Blog

We’re constantly on the lookout for industry news and information that help us to serve our clients most effectively. Check here regularly to see our thoughts on what matters the most to your financial picture.

 

Thursday, March 15, 2018

We have reached the final post in our series about “All We Want Are the Facts” Exit Planning. For the previous 5 questions, we provided common assumptions that could lead a business owner astray in their exit planning, and...

 

Tuesday, February 20, 2018

If you've been reading this series, you'll know there are only two more questions to be answered by business owners in their pursuit of a successful Exit Plan. As a quick refresher, here are the six critical questions from the...

 

Monday, January 8, 2018

Continuing from our last post about withdrawal rates from an owner’s post-exit investment portfolio, let’s look at the fourth question that business owners need to answer on their way to a successful exit. Question 4. What...

 

Monday, November 13, 2017

We have already addressed the first two critical questions from the “All We Want Are the Facts” Exit Planning Questionnaire: What amount of annual, pre-tax post-exit income will you need after you exit? What is the joint...

 

Friday, September 29, 2017

In our last post, we argued that assumption-based Exit Planning was a pointless exercise that generally ends in disaster, preventing owners from exiting their businesses in style. Unless owners can leave their businesses when they want...

 

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Thursday, June 8, 2017

As business owners think about how they can transfer their businesses in style, remember that even smart, experienced, successful people can misinterpret the facts. Facts, rather than assumptions or guesses, allow business owners to...