financial advisors

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  Estate Planning For Business Owners | Charting Opportunities

  Tags: Appraisal, Asset management, Asset protection, Beneficiaries, Business appraisal, Business owner estate planning, Business structure, Business succession, Business transfer, Business Valuation, Buy-sell agreements, Charitable trusts, Charlotte, Charlotte financial planner, Charting Opportunities, Donor advised funds, Erin Patterson, Estate administration, estate planning, Estate planning attorney, Estate tax, Exit Strategy, Family business, financial advisors, Financial Planning, Financial power of attorney, Gifting, Healthcare power of attorney, Holding companies, Investment management, Irrevocable Trust, John Sanders, Key stakeholders, legacy planning, Legal documents, Lifetime exemption, NC, NC financial planner, Non-voting shares, Operating agreements, portus wealth, Portus Wealth Advisors, Powers of attorney, Probate, Reviewing estate plans, Revocable Living Trust, Shareholder agreements, Spousal Lifetime Access Trust (SLAT), Succession Planning, Tax Cuts and Jobs Act 2017, Tax law, Tax planning, Trust funding, Trusts, Updating estate plans, Wills
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  Business Valuation And How To Increase It | Charting Opportunities

  Tags: ABV, ASA, asset based valuation, business brokers, Business Growth, Business Owners, Business Sale, Business Valuation, Charlotte, Charting Opportunities, corporate attorney, CPA, debt management, discounted cash flow, due diligence, Entrepreneurship, ESOP, exit planning, fair market value, financial advisors, financial buyers, Financial Planning, Financial Reporting, income approach, M&A, mergers and acquisitions, middle market, North Carolina, operational efficiency, Portus Wealth Advisors, private equity, Robert Snowden, small business, South Park Advisors, strategic buyers, strategic value, Succession Planning, valuation process, wealth management