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Don’t find yourself saying ‘I wish I had known …’

February 15, 2018

By Martha Sullivan, CPA, CVA/ABV, CM&AA, CEPA Partner, Succession Planning Practice Leader Martha leads HK’s succession and exit planning services division and is a regular contributor to Wisconsin’s InBusiness digital magazine. “I wish I had known …” is a phrase I hear quite often. For example, as a part of my board role with the South Central

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What exactly does an ‘exit planner’ do? Are you into funerals?

February 2, 2018

By Martha Sullivan, CPA, CVA/ABV, CM&AA, CEPA Partner, Succession Planning Practice Leader Martha leads HK’s succession and exit planning services division and is a regular contributor to Wisconsin’s InBusiness digital magazine. In January, the Wisconsin Chapter of the Exit Planning Institute held its bi-monthly meeting simultaneously in Madison and Waukesha. The speaker, Scott Snider, vice president

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