How to Handle Your Clients’ Annuity Questions
By: Bill Fay When people ask about annuities, there are two things you can almost always count on: They are...
Top 5 Myths About Selling a Small Business—An Owner’s Perspective
By: Jacqui Roth In business brokerage, we work with all types of businesses from just about every industry. The size,...
Financial Due Diligence: Caught in the Middle
By: Dan Chenoweth Financial managers are sometimes “caught in the middle” of a merger, acquisition, or alliance (M/A/A). Suppose your...
Delaying the Inevitable?
By: Mike Erstling North Carolina is home to the country’s best fall foliage, hiking, mountains, and dare I say it,...
In Touch with Technology
By: Tonya Marshall I’ll admit I’m not usually up on the latest technology. I don’t have a smart phone and...
Why You Should Build a Practice You Can Sell
By: Brannon Poe Why You Should Build a Practice That You Can Sell (even if you never plan to do...
Growing National Debt Threatens Our Country’s Future
By: Michael Tanner Imagine that one night you gather your family around the kitchen table to discuss your household budget....
