Your Millennial Clients Could See Opportunities as Your Boomer Clients Sell Businesses

Published on February 18, 2025

Many boomers are business owners who are selling their businesses. This article provides guidance for these retiring business owners, their heirs and their advisors. This article also discusses opportunities for investors to capitalize on this once-in-a-lifetime mass exodus of baby boomer business owners.

Continue reading on website
Other news

How RIAs Could Help Solve America’s Retirement Income Crisis

February 18, 2025
We are about to enter a new era – the era of the personal defined benefit pension. And I predict that over the next few years, it will be RIAs that deliver these personal plans to millions of Americans. Before I explain how this transformation will unfold, let me first explain why it must unfold.

John Hancock CEO Tells Congress About Helping People Live Longer

February 18, 2025
Lawmakers overseeing Medicare and Medicaid are keenly interested in keeping claims down. Brooks Tingle has some ideas.      Related StoriesIRS Memo Sets Stage for Musk Staffer to Access Taxpayer DataFidelity Assets Near $6T as Revenue Jumps to RecordCresset Names New Chief People Officer