Planning for major events can sometimes cause a sense of dread. Whether it’s planning a honeymoon, a long family trip, or a business exit, it’s easy to say, “I’ll do it later, when I’m less busy.” While planning a business exit should never encompass … [Read more...]
Are You Being Your Own Worst Enemy?
Many business owners believe that they want to sell their businesses to a third party when they first start considering their business exits. Owners who want to start planning for a third-party sale sometimes fear that tight-fisted buyers will be the … [Read more...]
Happy Holidays and Merry Cryptocurrencies
As we find ourselves in the middle of the holiday season attending various holiday parties, family gatherings, ugly sweater contests, and open houses, invariably, conversation turns to the stock market. Perhaps an uncle took a bet in a hot internet … [Read more...]
Financial Insights, Reflections on 2018
This article originally appeared in the Knoxville News Sentinel's business column on November 18, 2018. As this year is drawing to an end, here are a few random thoughts related to the markets. October was one of the worst months for stocks … [Read more...]
Blazing Her Own Trail
This article by Roger Shirley first appeared in The Tennessee Banker November/December 2018 issue. Sharon Miller Pryse didn’t start out to be the owner and chief executive of a highly successful trust company. Personal drive, ambition, an … [Read more...]
Social Security: What You Don’t Know May Hurt You
During retirement planning, there are many considerations and an important one is social security. You may be asking yourself questions like: When should I claim social security? Should I collect my social security as soon as I'm eligible? After … [Read more...]
Try these tips for analyzing your investment needs
This article originally appeared in the Knoxville News Sentinel's business column on October 21, 2018. The market has recently had the long-awaited “hiccup.” I happened to be at an investment conference when the market was off 1,300 points over two … [Read more...]
What Business Owners Assume About Financial Planning Hurts Them
One of the most important goals of Exit Planning is to position business owners for post-exit financial security. To do that, business owners and their advisors must have several pieces of information: how much the business is currently worth, how … [Read more...]
How Sharon Pryse took control of her own destiny
By Cortney Roark, published in the Knoxville News Sentinel on February 5, 2018 As founder and CEO of the Trust Company, which manages $3 billion in assets, it's expected that Sharon Pryse has a roomy office. What's not as expected is … [Read more...]
Death Can Ruin Your Plans
Imagine building your business over several decades, beginning to plan your business exit, then dying unexpectedly before you can implement your plans. Business owners rarely think about how an unexpected death or permanent incapacitation can derail … [Read more...]
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