Estate Planning With Purpose

I’ve spent the past 20 years performing business valuations for my clients. Often, I find myself helping business owners and their advisors plan for ownership transitions, including what happens to their business after they die. Estate planning can get deeply...

The Joy of Client Service – Think Small, Win Big

I have been in a client service role for over a decade now and am happy to report that I have and continue to survive… Only kidding; I meant to say that I have and continue to thrive, not survive. Not because of me and my personal and professional skill set, but...

Valuation Pitfalls in Shareholder Agreements

Shareholder agreements can provide valuable roadmaps for private companies navigating ownership transitions. In my career as a business valuation expert, I have seen hundreds of shareholder agreements. Often, my valuation assignments are conducted in fulfillment of a...

Don’t Miss Out on Record-High Tax Savings

In this video, Jake Helwick teaches business owners how to navigate business transfers while maximizing gift tax exemptions. Whether your business is valued at $10 million or more, Jake simplifies the complexities, emphasizing key strategies to make the most of these...