Your Business is Ready for a New Owner, But Are You? My dad once told me, "Nobody says on their deathbed, 'I wish I had spent more time at work." So, why do so many business owners hang on long after they could comfortably retire? For many of us (myself included),...
How Owner Independence Separates Those Who Own Their Business from Those Whose Business Owns Them Many business owners share a similar story. The business performs well, clients are loyal, but the owner remains at the center of every key relationship, decision, and...
You’ve spent years, maybe decades, building and growing your business. You’ve weathered recessions, built processes and teams, and grown something with lasting value. This article is written to show you that it is possible to make a graceful exit, and that one size...
Construction is a cornerstone of America, as are the individuals who devote their careers to this vital profession. In an industry characterized by fragmentation, high turnover, and volatility, the exit options for a business owner are often limited. Proactive...
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...
Experts have estimated that 10,000 baby boomers retire each day, with the full generation expected to have largely retired by 2030. According to the Pew Research Center, the pandemic accelerated this generation’s exit from the labor force, with 3.2 million Boomers retiring between 2019 and 2020 alone.
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...
To Recession or Not to Recession: Plan for Both The biggest question surrounding the U.S. economy today is whether we, the U.S. economy, will see a recession or not in the next few years. You may have heard the expression soft or hard landing as if we were landing a...
Private stock gifts can be an excellent way to fulfill your giving plans, but cutting corners on the appraisal can prove costly.
Experts have estimated that 10,000 baby boomers retire each day, with the full generation expected to have largely retired by 2030. According to the Pew Research Center, the pandemic accelerated this generation’s exit from the labor force, with 3.2 million Boomers retiring between 2019 and 2020 alone.
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