April 26, 2021 by

Five Ways Attorneys Help Business Owners Through a Sale

Having an experienced team of advisors is critical to the sale process for any business owner.

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April 19, 2021 by

Should You Establish an ESOP at Your Company?

For employees, ESOPs serve as both a retirement plan and an opportunity to share in the collective success of their company.

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April 12, 2021 by

Exit Options for Business Owners

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.

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April 5, 2021 by

The Importance of Proactive Estate Planning When Preparing a Business for Sale

Estate planning and exit planning generally share common goals around financial security, tax minimization, and providing for people…

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March 29, 2021 by

Preparing for the Future: Understanding the Value of Your Business

Organizational planning is foundational to achieving sustainability and long-term success.

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March 22, 2021 by

Are You Ready to Make an Ownership Transition?

A transition of company ownership, whether internal or external, is a complex process.

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Family Law Considerations for COVID-Era Divorces
October 28, 2020 by

Family Law Considerations for COVID-Era Divorces:
Key Tax, Valuation and Other Financial Considerations

Families have experienced significant changes in 2020 in how they work, learn, shop, visit friends and family, and even get divorced.

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September 30, 2020 by

Discounts Jump on Market Volatility

If business owners didn’t already have enough reasons to make estate planning moves before the end of the year…

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July 23, 2020 by

How to Handle the Risk of Future Changes to Gift and Estate Tax Policy:
Why Business Owners and Advisors Should Prepare Now

…although business valuations are still somewhat soft, the focus has shifted more towards the extreme uncertainty…

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July 9, 2020 by

There May Never Be A Better Time to Transfer Wealth to Your Kids –
But is it the Best Thing for Your Family?

This may be as good as it gets. When it comes to transferring wealth to the next generation, family business owners may never again…

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