How to Assess Your Business’s Market Value

Determining the value of your business can feel like a daunting task, but it’s an essential step for any business owner. Whether you’re considering selling, seeking investment, or simply want to understand your company’s worth, knowing how to assess your business’s market value is crucial. Let’s break down this process into approachable steps. Understanding […]
How Couples Can Manage Money Together

Handling money as a couple is more than just paying the bills—it’s about teamwork, trust, and building a future together. Want to strengthen your relationship while keeping your finances on track? Here are some practical tips to help you and your partner manage money like a power couple: Communicate Openly About Money Discuss Goals: […]
Understanding the Current Market for Business Sales in Your Industry

As we navigate the dynamic landscape of business sales, it’s crucial to have a clear picture of where your industry stands. Whether you’re considering selling your business or simply staying informed, understanding the current market can help you make strategic decisions. Let’s dive into the key trends shaping the business sales market across various sectors. […]
Reviewing and Adjusting Investment Portfolios for the Year Ahead

The new year is the perfect moment to take a fresh look at your investment portfolio and make sure it’s still working hard to support your financial goals. Think of it as giving your finances a little tune-up for the year ahead! Here are some key steps and thoughtful tips to help you align your […]
Setting Realistic Goals for Your Business Sale

Selling your business is a significant milestone, and setting realistic goals is a crucial part of that journey. Whether you’re looking to retire, pursue new ventures, or simply move on to the next chapter of your life, having clear, attainable objectives will guide you through the process. Let’s dive into how you can set those […]
The Strategic Art of Early Business Sale Preparation: Your Roadmap to Success

Let’s have an honest conversation about something most business owners avoid thinking about: preparing to sell your business. I know it might feel premature or even uncomfortable, but trust me, early preparation isn’t just smart—it’s absolutely essential. Why Preparation Matters More Than You Think Imagine your business as a finely tuned sports car. Would […]
5 Signs It’s Time to Consider Selling Your Business

Deciding to sell your business is one of the most significant choices you’ll make as an entrepreneur. While it’s a journey filled with passion and hard work, there comes a time when stepping back may be the best decision for both you and your company. Here are five clear signs that it might be time […]
Strategies for Budgeting and Saving

A New Year is the perfect time to hit the reset button! As we step into 2025, it’s a great opportunity to get a fresh start on your finances. Budgeting and saving wisely can make a big difference in helping you stay on top of your money and reach your financial goals. Here are some […]
Setting Financial Resolution for the New Year

At Vertex Planning Partners our goal is to help our clients start the new year with a solid financial game plan. Setting clear and achievable financial resolutions is one of the best ways to ensure they’re on track to reach their goals. Here’s ten steps to help you get started on your 2025 goals: 1. […]
Is Charitable Giving Part of Your Financial Plan

With Giving Tuesday on December 3 this is a good time to think about how you are incorporating your charities into your overall financial plan. In doing so you can enhance your overall financial and tax strategy while allowing you to make a positive impact on the causes you care about. Here are some key […]