It’s Time for a Business Check-Up
Jeffrey Dunne, MBA Director of Business Transition Planning Has it been a while since your business had its last annual check-up? If you are like most business owners, the answer is probably a resounding yes. Of course, this should not be a surprise given all that has...
Financial Advisors Spotlight: Robb J. Parlanti, CFA
Robb J. Parlanti, CFA Principal, Financial Advisor GET TO KNOW ROBB J. PARLANTI, CFA 1. How long have you worked at BLB&B Advisors LLC? I joined BLBB as a Financial Advisor just over 10 years ago and became a BLBB Principal 4 years ago. Prior to BLBB, I...
Financial Advisor Spotlight: W. Dean Karrash, CFP®, MBA, CPA
W. Dean Karrash, CFP®, MBA, CPA Principal, CFO & Financial Advisor GET TO KNOW W. DEAN KARRASH, CFP®, MBA, CPA Name: Dean Karrash How long have you worked at BLB&B: I was very fortunate to sit next to Frank Burke at a business conference in 2002 when I...
Tax-Forward and Philanthropic Ways to Exit a Business
A significant number of business owners – and perhaps even you – will retire in the next few years or move on to a “second or third” act. If you are planning for a potential business sale and are concerned about a large tax event and your legacy, looking at options...
Financial Advisors Spotlight: Laura W. Brewer, Esq.
Laura W. Brewer, Esq. Principal, Financial Advisor GET TO KNOW LAURA W. BREWER, ESQ. Name: Laura Brewer How long have you worked at BLBB Advisors LLC? Since September 1997 – almost 25 years! Why did you decide to become a financial advisor? I wanted a...