Check the background of investment professionals associated with this site of FINRA BrokerCheck

Business Succession Planning
HomeEpisode GuideBusiness Succession Planning

Business Succession Planning

6/25/2017

Guest(s): Jim Carlisle, Dinsmore & Shohl

Business Succession Planning

Watch Segment 1

Explore More Videos

What is the right way to exit your business when you decide to retire? It isn’t prudent to simply walk away, and there isn’t a ready marketplace for the sale of businesses.  Each transaction is unique. The employees of those businesses also care about the outcome, as their livelihood will be impacted by the succession planning decisions made by the owners. Those employees could be potential buyers for the business. Our economy will be impacted by such a crush of businesses changing hands, especially if the sales aren’t properly handled.

Listen as we interview Jim Carlisle, attorney at Dinsmore. Jim has over 25 years of experience working with business owners with respect to growth and exit planning, mergers and acquisitions and family business.

Dinsmore is not affiliated with LPL Financial.

Starting Your Own Practice written by Robert Fragasso

Fill out the form to receive your free hard-copy book! Written from the perspective of a successful entrepreneur and investment advisor, Robert Fragasso, this book is designed to help professionals who provide skilled personal service – from investment advisors, brokers, consultants, attorneys, and accountants to computer programmers, healthcare professionals, and architects – make the right choice as they pursue their independent business endeavors.

Investing in mutual funds involves risk, including possible loss of principal. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Investing in mutual funds involves risk, including possible loss of principal. Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply. No strategy assures success or protects against loss.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Asset allocation does not protect against market risk. Stock investing involves risk including loss of principal. You cannot invest directly into an index. Stock investing involves risk, including loss of principal.

Find out how our approach can help you pursue your financial goals!

Please complete this mandatory field.
Please complete this mandatory field.