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You Bring Your Vision; We’ll Draw the Map

Category: Financial Planning » Closely Held Business » Business Entities
By Marcus Iwig
07/24/2020

At Foster Group, we work to capture the visions of our clients and their families, and then we create a roadmap to help them pursue those visions

Selling a Business Is Just as Tough as Owning One

Category: Financial Planning » Closely Held Business » Business Entities
By Walt Mozdzer
08/26/2022

Owning and operating a business is a tough task. Selling a business is equally difficult. If you’re a business owner, the odds are that you haven’t put together a plan to do this. It doesn’t have to be this way. 

How to Plan a Business Exit

Category: Financial Planning » Closely Held Business » Business Entities
By Walt Mozdzer
12/19/2022

Do I keep or do I sell? Business owners planning an exit should examine this question every 90 days. Here are five stages to building value in a business.

Don’t Leave Your Last Round to Chance

Category: Financial Planning » Closely Held Business » Business Entities
By Marcus Iwig
03/08/2021

I certainly would argue that building a business is more than just a dice game, but both involve risk. How you fill out your scoresheet in Yahtzee is a good example of what business owners might decide to do with their business profits.

Are You Really Ready to Exit Your Business?

Category: Financial Planning » Closely Held Business » Business Entities
By Walt Mozdzer
12/08/2020

It’s one thing to turn in the office keys and ride off into the sunset as a former W-2 employee, but what about those who started and built businesses?

5 Key Concepts to Keep in Mind When Developing an Exit Strategy

Category: Financial Planning » Closely Held Business » Business Entities
By Marcus Iwig
08/03/2017

You Bring Your Vision; We’ll Draw the Map

Category: Financial Planning » Closely Held Business » Business Entities
By Marcus Iwig
07/24/2020

At Foster Group, we work to capture the visions of our clients and their families, and then we create a roadmap to help them pursue those visions

Selling a Business Is Just as Tough as Owning One

Category: Financial Planning » Closely Held Business » Business Entities
By Walt Mozdzer
08/26/2022

Owning and operating a business is a tough task. Selling a business is equally difficult. If you’re a business owner, the odds are that you haven’t put together a plan to do this. It doesn’t have to be this way. 

How to Plan a Business Exit

Category: Financial Planning » Closely Held Business » Business Entities
By Walt Mozdzer
12/19/2022

Do I keep or do I sell? Business owners planning an exit should examine this question every 90 days. Here are five stages to building value in a business.

Don’t Leave Your Last Round to Chance

Category: Financial Planning » Closely Held Business » Business Entities
By Marcus Iwig
03/08/2021

I certainly would argue that building a business is more than just a dice game, but both involve risk. How you fill out your scoresheet in Yahtzee is a good example of what business owners might decide to do with their business profits.

Are You Really Ready to Exit Your Business?

Category: Financial Planning » Closely Held Business » Business Entities
By Walt Mozdzer
12/08/2020

It’s one thing to turn in the office keys and ride off into the sunset as a former W-2 employee, but what about those who started and built businesses?

5 Key Concepts to Keep in Mind When Developing an Exit Strategy

Category: Financial Planning » Closely Held Business » Business Entities
By Marcus Iwig
08/03/2017
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