Ensuring Your Assets Are in Financial Shape Before And After Retirement. According to Patrick Burke’s book Exit Velocity, when the day comes that you finally decide to retire, there is a number, a financial figure that you likely have in mind. A number that results in zero financial worries for the rest of your life—if […]
Helping You Find The Right High Performers And Problem Solvers. Did you know that Burke & Schindler has one of the lowest employee turnover rates of any similar-sized professional advisory services firm in the Midwest? That’s because we’re experts at talent management. We’ve added an Organization, Assemble, and Retention team to our consultancy, and are here […]
On Wednesday evening March 25, 2020, the Senate passed an updated version of the Coronavirus Aid, Relief and Economic Security (CARES) Act. The bill builds upon earlier versions of the CARES Act and is intended to be the third round of federal government support in the wake of the coronavirus public health crisis and associated economic […]
Accelerate Personal and Business Strategies Through Proven Techniques Tailored to You. We’re Burke & Schindler and we have one goal—to help you grow and prosper. Since 1984, we’ve partnered with thousands of clients, regardless of size, to identify and execute strategies that ensure well-informed decisions. Whether it’s your: tax strategy; employee retirement planning options; or […]
If you co-own your business, the business-continuity agreement (or buy-sell agreement) is one of the most important documents that you will sign.
These 10 elements of selling to insiders can help make any inside transfer successful.
Designing a comprehensive, successful Exit Plan can be the difference between liquidating your company and selling/transferring it for millions of dollars.
You’ve got enough happening in your business, so why exit planning? Planning today can help you react appropriately to market shifts over time, making your company more valuable to a buyer.
If you’re conducting your final year-end tax planning now, ask yourself one question: Are you proactive or reactive?
The file-and-suspend claiming strategy to try and optimize Social Security benefit disappears.
