| Finances come up frequently in my business valuation work although I am not a financial planner. This recent article in the New York Times: 7 Essential Money Questions Sure to Start a Conversation http://nyti.ms/2bFHJm7 caught my eye. Most of my valuation work is done for retirement age business owners doing estate and gift planning. We often become involved in conversations about wishes, hopes and dreams for the future and these are not always easy conversations to start. But they are necessary discussions for the team of lawyers, CPAs and investment managers assisting in this process. Download these questions and try them out. |
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