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News
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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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.
Read More 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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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…
Read More Preparing for the Future: Understanding the Value of Your Business
Organizational planning is foundational to achieving sustainability and long-term success.
Read More 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:
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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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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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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