Having an experienced team of advisors is critical to the sale process for any business owner.
For employees, ESOPs serve as both a retirement plan and an opportunity to share in the collective success of their company.
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.
Estate planning and exit planning generally share common goals around financial security, tax minimization, and providing for people…
Organizational planning is foundational to achieving sustainability and long-term success.
A transition of company ownership, whether internal or external, is a complex process.
Family Law Considerations for COVID-Era Divorces:<br> 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.
If business owners didn’t already have enough reasons to make estate planning moves before the end of the year…
We are proud to announce the promotion of FOUR of our outstanding employees.
How to Handle the Risk of Future Changes to Gift and Estate Tax Policy:<br> Why Business Owners and Advisors Should Prepare Now
…although business valuations are still somewhat soft, the focus has shifted more towards the extreme uncertainty…