The Sky's the Limit.
Resources for Your Journey.
Ready For Your Next Adventure?
State of Owner Readiness
As a business owner, you may wonder how you compare with other owners getting ready to exit. We did too!
We led the Wisconsin Chapter of the Exit Planning Institute's WI State of Owner Readiness Survey. The findings were fascinating and compelling. Check it out.
Then scroll down and take it yourself!
Your Next Chapter
A big part of being ready for exit involves having something waiting on the other side of the door. A favorite book of ours on the topic is:
Transitioning from the Top: Personal Continuity Planning for the Retiring Family Business Leader
BY STEPHANIE BRUN DE PONTET, PH.D.
In The News
Articles
Royal Family’s Crisis Has Lessons For All Family Businesses
Second Chapters: How I Reinvented Myself In The Second Chapter Of My Life
Finance Council
Selling A Business Is More Than A Transaction, It's A Transformation
Women Shine in Time of Crisis
Why Every Business Needs An Exit Plan
Finding the Calm in the Storm
Exit Planning Institute Whitepaper
Podcasts
Advance Iowa - University of Northern Iowa Podcast
Martha joins Jeff Stein from Totally Iowa Media and Advance Iowa to discuss Compensation in Family Business
A Nontraditional CPA Career Path with Martha Sullivan
Martha joins Valerie Zaric on the Future-Proof Career podcast to talk about the importance of financial literacy throughout a business.
Ready to get started?
Today is the day! Let's do this!
