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Article

Personal Planning vs. Planning Needs For Your Business: Where Should Business Owners Start?

As a business owner, it’s far too easy to become narrowly focused on your business and your business alone. As

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Next Steps After Your Business Valuation: Protect, Grow, And Exit 

Sometimes, for business owners, it can be easier to keep your head down and avoid addressing the strategies around protecting,

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Article

Should You Sell Or Gift Your Business To Your Children? 

When you started your business you probably envisioned your child(ren) taking over the reins of your largest asset one day.

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What Will Your Cash Flow Look Like After Selling Your Business? 

Trying to imagine your life after being a business owner can be an exciting but daunting journey. And that destination

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Potential Blind Spots When Preparing To Sell Your Business

Warning…there are many blind spots lurking beneath the surface that might impede a seamless sales process for you. And here

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Top 2 Reasons Employee Stock Ownership Plans Are Beneficial For Business Owners  

When contemplating the sale of your business, owners tend to grapple with the challenges of earning a fair market value

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside sources to provide information on a topic that may be of interest. These outside sources are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.

Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.

Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

2022-147105 Exp 12/24