Success with succession – A matter of good timing
Establishing a good exit strategy for your business requires early planning and a willingness to trust your key resource people.
Chia-Li Chien, Ph.D., CFP®, PMP®, CPBC
Chia-Li Chien, Ph.D., CFP®, PMP®, CPBC, is a Succession Program Director at Value Growth Institute. Before her starting her consulting practice, she held several senior management positions in Fortune 500 companies, including Diageo, ABB, CIGNA, and RSA Insurance Group. Dr. Chien is a frequent speaker about succession planning at national conferences and has published three award-winning books, including her most recent publication, “Enhancing Retirement Success Rates in the United States.” She publishes research on succession topics in a variety of academic and practitioner research journals. Dr. Chien serves on the boards of various national financial service associations. She holds a doctorate in financial planning and is a Certified Financial Planner (CFP®) as well as Project Management Professional (PMP®). Dr. Chien is an Assistant Professor and Director of the Financial Planning Program of California Lutheran University.
Can a Family Business Finance Your Retirement: With the right succession plan, it can!
Follow Chia-Li Chien’s story of a family business as they attempt to navigate a successful transition from parents to child, with the business financing their retirement.
Make the right pick: How your choices now can affect three generations to come
Chia-Li Chien uses an age-old Chinese saying to demonstrate the need for making the right choices today that will allow you to stay focused on your goals and dreams for the future.
What Does the Rule of 72 Reveal About Your Business?
Chia-Li Chien reviews the Rule of 72 for business owners as a way to measure return on investment in your business and a way to get closer to your goal of cashing out profitably and…
Timing, timing, and timing – and more things to know about business exit planning
Chia-Li Chien stress the importance of timing and planning to create a win-win situation for a successful business cash out.
How is 2015 going?
Chia-Li Chien outlines the numbers you need to know to reach your business goals and have a successful 2015.