Client Login
veracity capital logo

1.844.508.7884

Schedule a meeting
  • Client Login
  • Wealth Management Solutions
    • Investment Management
    • Retirement & Cash Flow Planning
    • Insurance & Risk Management
    • Tax Planning
    • Legacy & Estate Planning
  • Who We Serve
    • Business Owners
    • Corporate Executives
    • People Transitioning to Retirement
  • About
    • Meet the Team
    • Careers
  • Financial Education
    • Blogs & Articles
    • Capital Conversations
    • Market Insights
  • Contact Us
    • Atlanta
    • Dallas
    • Newport Beach
    • South Florida
Business Owner Exit Planning: To Whom Do You Plan to Sell or Transition Your Company?

Business Owner Exit Planning: To Whom Do You Plan to Sell or Transition Your Company?

Feb 2, 2023 | Blogs/Articles, Business Owners

By Mike Mess, CFO, CEPA As a business owner, you’ve likely spent decades building your company from the ground up. With so much hard work and dedication, it can be difficult to plan for a scenario in which you are no longer the one in charge. But this day will one day...
5 Stages to Preparing an Exit–Succession Plan for Your Business

5 Stages to Preparing an Exit–Succession Plan for Your Business

Nov 18, 2022 | Blogs/Articles, Business Owners

By Mike Mess, CFO, CEPA As a business owner, the day will eventually come when it’s time to sell or leave the business you’ve worked so hard to build. Your exit could be a sale from a Strategic Buyer, Private Equity, Management Buyout (MBO), or Initial Public Offering...
3 Obstacles to Overcome in Family Business Succession Planning

3 Obstacles to Overcome in Family Business Succession Planning

Oct 26, 2022 | Blogs/Articles, Business Owners

By Mike Mess, CFO, CEPA Business succession planning is a tedious task that can quickly end up at the bottom of the to-do list if you’re not careful. As mundane as it may feel, it is a critical component of the long-term success of a business, particularly family...
Next Entries »

Other Resources

  • Capital Conversations
  • Market Insights
  • Market Recaps & Outlooks
  • Blogs & Articles
Veracity Capital
  • Website Disclosure
  • Privacy Policy
  • Broker Check
  • ADV Part 3
  • Locations

1.844.508.7884   |   [email protected]

Advisory services offered through Veracity Capital, LLC, a Registered Investment Advisor.

  • Follow
  • Follow
  • Follow