April 26, 2021 by

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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April 19, 2021 by

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.

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April 12, 2021 by

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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April 5, 2021 by

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…

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March 29, 2021 by

Preparing for the Future: Understanding the Value of Your Business

Organizational planning is foundational to achieving sustainability and long-term success.

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March 22, 2021 by

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
October 28, 2020 by

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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September 30, 2020 by

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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August 31, 2020 by

Moving on Up!

We are proud to announce the promotion of FOUR of our outstanding employees.

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July 23, 2020 by

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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