by Hannah Grant | Dec 2, 2024 | News
Selling or acquiring a business is often one of the most consequential events in an entrepreneur’s life. Through my experience with numerous transactions, I have seen firsthand how a well-executed deal can be truly transformative—not only for the seller but also for...
by Hannah Grant | Oct 22, 2024 | News
Although the name ‘phantom stock’ might suggest something mysterious, it is actually a very real and effective tool used by private companies to attract and keep top talent without giving them legal ownership in the company. In this paper, we’ll explain...
by Hannah Grant | Oct 16, 2024 | ESOPs, News
Transitioning ownership in a business is inevitable, but it can be a sensitive and emotional subject. Business owners invest immense time, capital, and effort into building their companies, which is why succession planning is often postponed—it can feel overwhelming...
by Hannah Grant | Sep 16, 2024 | Estate Planning, Insights
Business valuation discounts play a critical role in determining the value of business interests, particularly in estate planning. These discounts arise from two key factors: lack of control and lack of marketability. This paper explores these discounts, the influence...
by Hannah Grant | Aug 16, 2024 | News
As a business major in college, you often hear about glamorous careers as an investment banker on Wall Street, a consultant traveling frequently, or working in public accounting at a major firm. While these roles come with exciting prospects, the 70-hour work weeks...
