by LutzMBG | Jun 15, 2026 | Advisor Insights, business sale
A privately held business may be a client’s largest asset.Understanding its value can change the entire financial planning conversation. For many business owners, their company represents a significant portion of their net worth and future financial security. It may...
by LutzMBG | May 14, 2026 | Advisor Insights, business sale
Most business sales don’t begin with a decision; they begin with a question. Often, the owner first raises that question in a conversation with a financial advisor, CPA, or wealth manager; not yet as a clear plan, but as a possibility. In this article, we cover the...
by LutzMBG | Jul 7, 2025 | Advisor Insights, business sale
Why a Business Broker Matters Selling your business is personal. It’s emotional, it’s complex, and for many business owners, it’s unfamiliar territory. A professional business broker brings deep, specialized knowledge of the sales process that most owners don’t...
by LutzMBG | Dec 12, 2024 | Advisor Insights, business sale, exit planning
2024 Unpacked ... As 2024 rushes to a close, it’s easy to get swept up in the holiday hustle or dive into planning for the new year. But before we turn the page, let’s take a moment to pause and reflect. This year brought its fair share of wins and challenges. Maybe...