For closely held and family-owned businesses, a strategic estate plan is an essential part of protecting wealth and after-tax net worth.
The Importance of Estate Planning Valuation
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Insights
Estate Planning: The Bear Market Silver Lining
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.
Tax strategy that charitably inclined business owners should be aware of when selling a business
When selling a business, owners who are charitably inclined can get a much bigger charitable bang for their buck if …
A Cure for the New Year’s M&A Hangover
2021 was a banner year for M&A. But for CFOs, the New Year’s hangover comes in the form of purchase accounting for all of those deals. If January has you dreading the arrival of audit season, Adamy can help.
Why Business Owners Need to Have an Estate Planning Attorney
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.
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.
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.
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.
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…
Preparing for the Future: Understanding the Value of Your Business
Organizational planning is foundational to achieving sustainability and long-term success.
What Can Adamy Do For Your Business?
We are lifelong learners who serve clients by solving meaningful financial problems.
