By Peter Shanahan, CFP, CRPC, MPAS I think it’s fair to say that just about anyone who has owned horses has had the painful experience of watching his equine partner age out of work and finally pass on. How many of us has owned a “horse of a lifetime” sometime in the past? But sometimes

By Peter Shanahan, CFP, CRPC, MPAS Naturally, when it comes time to sell a business — whether it be a widget factory or a horse farm — we want to sell for as much as possible. But simply getting the largest dollar sum for the sale may not be the best way to maximize your

Peter Shanahan is a graduate of the College of William and Mary, a Certified Financial Planner and Chartered Retirement Planning Counselor. Most recently, Peter earned the distinguished designation Master Planner Advanced Studies (MPAS). He’s is one of the founding partners of a wealth management practice with Hilliard Lyons in Hendersonville, North Carolina. He has been