OnTrack Wealth Solutions
Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
A valuation can help you improve operations today, as well as help you prepare for a future sale.
No matter how much help you end up providing your children or grandchildren, it's important it doesn't come at the cost of your retirement planning.
Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.