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Are You a First-Born Business Owner?

By Chloe Quigley, Business Exit Planning Advisor Your description: Detail-oriented. Organized. Hard driving. Compliant. A natural leader. Confident. Conscientious. Careful. Perfectionistic.

Family Business Lessons

Chloe Quigley, Business Exit Planning Advisor I love working with family businesses. Being a part of one that my Father has led for 30 years, I’m always eager to learn more practices and lessons to apply. Here are a few of my favorite tips and takeaways from studying, partnering with, and b …

Business Succession Planning: Your Business Without You

Chloe Quigley, Business Exit Planning Advisor Take your mind where it doesn’t want to go: tragedy. A chronic illness. A freak accident. A divorce.  A falling out with a business partner. A heartbreaking loss that turns your world upside down.

Funding a Buy-Sell with Insurance

Chloe Quigley, CEPA Business Exit Planning Advisor “The best insurance policies are the ones we never end up needing.”  – Jamie Hopkins  In his book, Find Your Freedom, Hopkins describes insurance as a tool to complete your financial plan and offer peace of mind and protection for you …

My Letter to the Second Generation Business Owner

Dear Second Generation Business Owner, 

You, like me, have joined something that your mother or father (or both) spent a great deal of time developing. Like any other major part of their life, this venture caused them stress, distraction, possible turmoil as well as their potential fortu …

Outsource Your Weaknesses

Chloe Quigley, Business Exit Planning Advisor
Outsourcing your weaknesses is one of the best things you can do for yourself and your overall plan as a business owner.
Think back to your earliest childhood dream for your future. What did you want to be?

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