Published Articles and Contributions
Articles Written by Linda Jensen
WHY WORKING WITH A FIDUCIARY MATTERS
When most people seek financial advice, they assume the person sitting across the table is legally required to act in their best interest. But that assumption is often wrong. Not every financial advisor is a fiduciary—and that [...]
Why an Intentional Exit Strategy is Critical for Business Owners
An exit planning strategy is designed to be a critical tool for business owners who want to seek to protect what they have built, help secure their financial future, and retain control over how—and when—they transition out [...]
Exit Planning — Systems, Value, and Transferability
Exit planning is not about an exit date. It’s about seeking to build business that someone else would actually want to buy. The reality is stark: approximately 80% of businesses never sell, and nearly 50% of exits [...]
Defined Benefit Plan Strategy
If you’re a successful business owner, there’s a question I frequently ask: Are you keeping as much of your income as possible—or could you be sending too much of it to the IRS? There is a powerful, [...]
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