INSIGHTS

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.

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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…

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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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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
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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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…

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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…

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Calculating Economic Damages for a Superbowl Champion

We apply accepted Economic Damage Theories to create a simple, compelling story for the trier of facts.

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Value Driver Three: Higher Growth Potential

While growth is perhaps the most universally sought-after business objective…

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Value Driver Two: Lower Risk

Every valuation considers the element of risk.

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Value Driver One: Higher Profits and Cash Flow

Valuation methodology recognizes cash is king. Generating cash with higher earnings tends to require time.

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