Organizational planning is foundational to achieving sustainability and long-term success.
Preparing for the Future: Understanding the Value of Your Business
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Insights
Are You Ready to Make an Ownership Transition?
A transition of company ownership, whether internal or external, is a complex process.
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.
Volatility Drives Estate Planning Discounts Higher
If business owners didn’t already have enough reasons to make estate planning moves before the end of the year…
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…
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…
Employee Stock Ownership Plans: Staying Proactive During Unprecedented Times
The employee stock ownership plan (“ESOP”) community has weathered economic uncertainty in times past; however, the recency of COVID-19 has presented new challenges…
COVID-19 Opportunities for Estate and Gift Tax Planning: Preserving Your Wealth
Despite all this uncertainty and challenge, there are always opportunities to be found. In this case, an opportunity for estate and gift tax planning.
Protecting Your Business in an Economic Downturn
With unemployment claims soaring and markets plunging, the risk of a major economic downturn becomes greater with each passing day.
Calculating Economic Damages for a Superbowl Champion
We apply accepted Economic Damage Theories to create a simple, compelling story for the trier of facts.
What Can Adamy Do For Your Business?
We are lifelong learners who serve clients by solving meaningful financial problems.
