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Marshall | Viliesis

Marshall | Viliesis

Value and Protect

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Tag: Value & Protect

Failure to Protect Business Value

Posted on February 23, 2023February 23, 2023by Doug Marshall1 Comment

When a business grows more of an owner’s wealth and income are tied up in a concentrated and illiquid asset. This creates greater risk.

Tagged Business Planning, BUSINESS SUCCESSION, BUSINESS VALUATION, Value & Protect

Failure to Succession Plan

Posted on February 16, 2023February 16, 2023by Doug MarshallLeave a comment

If your advisor team is not aligned your succession planning is at risk. This puts your business wealth, income and legacy at risk.

Tagged BUSINESS SUCCESSION, Value & Protect

The Business Owner Mindset

Posted on January 25, 2023January 26, 2023by Doug MarshallLeave a comment

Perception is everything for a business owner when it comes to wealth planning.

Tagged Business Planning, BUSINESS SUCCESSION, BUSINESS VALUATION, Value & Protect
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