The Three Planning Arenas™
August 25, 2026
A Coordinated Approach to Personal, Business, and Estate Planning for Business Owners For many business owners, the busi…
Insights & News
Moneta experts continually contribute to the conversation around wealth management strategies, planning and education. Check back often for new content.
The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them
May 14, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA When everything’s running smoothly, it might feel unnecessary to plan for a d…
Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell
February 2, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations may evolve often e…
Is your business worth what you think it is? Understanding business value drivers
January 5, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA Business value drivers are the underlying factors that influence what a compa…
From Profit to Purpose
February 21, 2025
How to navigate the emotional transition into retirement after life as a business owner Selling your business is more th…
How to preserve your legacy when selling your business
January 15, 2025
Selling your business is like watching a child you’ve nurtured grow up and venture into the world. It’s deeply personal.…