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...
For closely held and family-owned businesses, a strategic estate plan is an essential part of protecting wealth and after-tax net worth.
The U.S stock market has officially entered a bear market for the first time since the Covid-19 pandemic sent the stock market into a brief but deep dive back in March of 2020.
An experienced estate planning attorney is a crucial resource in designing a plan to preserve your family business legacy. Take action now while the tax code remains favorable.
Having an experienced team of advisors is critical to the sale process for any business owner.
Business owners who are seeking to sell all or a part of their business have options available to them both inside and outside of their company.
Estate planning and exit planning generally share common goals around financial security, tax minimization, and providing for people…
A transition of company ownership, whether internal or external, is a complex process.
If business owners didn’t already have enough reasons to make estate planning moves before the end of the year…
…although business valuations are still somewhat soft, the focus has shifted more towards the extreme uncertainty…
We are lifelong learners who serve clients by solving meaningful financial problems.
