Client Resources

August 2016

ETF Demand and Our Emotions

August 20, 2016

In a recent article in the Wall Street Journal, columnist Jason Zweig wrote, “More

Real Estate – Important Considerations

August 12, 2016

*Advisory services offered through Paul Winkler, Inc. (‘PWI’), an investment advisor registered with the

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Path Act Of 2015 Can Save Small Business Owners Money Upon Sale Of Business

August 12, 2016

Congress just gave some small business owners looking to retire soon a huge gift!

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A Good Exit Strategy Is Worth A Fortune: Selling your business for maximum profit

August 12, 2016

You pay for insurance to protect your assets, why not implement an Exit Strategy

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Time is of the Essence

August 11, 2016

Being responsive is of utmost importance when your business is for sale. Buyers are

Investor Coaching Show Live August 2016

August 9, 2016

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Should I sign a confidentiality agreement?

August 5, 2016

Those unfamiliar with the process of buying a business are sometimes surprised that business

<img loading="lazy" width="768" height="280" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2019/11/business-owner-central-768x280.jpg" class="attachment-medium_large size-medium_large wp-image-38013 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/280;" /><noscript><img loading="lazy" width="768" height="280" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2019/11/business-owner-central-768x280.jpg" class="attachment-medium_large size-medium_large wp-image-38013 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/280;" /><noscript><img loading="lazy" width="768" height="280" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2019/11/business-owner-central-768x280.jpg" class="attachment-medium_large size-medium_large wp-image-38013 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/280;" /><noscript><img loading="lazy" width="768" height="280" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2019/11/business-owner-central-768x280.jpg" class="attachment-medium_large size-medium_large wp-image-38013 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/280;" /><noscript><img loading="lazy" width="768" height="280" src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2019/11/business-owner-central-768x280.jpg" class="attachment-medium_large size-medium_large wp-image-38013" alt="" />

Debt vs Equity Financing For Your Business

August 4, 2016

Deciding between equity financing and taking on a loan for your business is a

Business Valuation and Sales – Our Service

August 2, 2016

*Advisory services offered through Paul Winkler, Inc. (‘PWI’), an investment advisor registered with the

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What is the value of a survey in a real estate transaction?

August 1, 2016

Many people and businesses in Wisconsin who purchase real estate are hesitant to order

For more information about what we do, schedule a 15-minute chat with an advisor.

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