Insights & News

AI – Can You Take Me Higher?

Artificial Intelligence, also known as AI, is all the hype in 2024. In the most basic terms, AI is a technology that enables computers and machines to simulate human intelligence and problem-solving capabilities. In other words, it is a computer that can learn and get...

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Estate Planning With Purpose

I've spent the past 20 years performing business valuations for my clients. Often, I find myself helping business owners and their advisors plan for ownership transitions, including what happens to their business after they die. Estate planning can get deeply...

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Don’t Miss Out on Record-High Tax Savings

In this video, Jake Helwick teaches business owners how to navigate business transfers while maximizing gift tax exemptions. Whether your business is valued at $10 million or more, Jake simplifies the complexities, emphasizing key strategies to make the most of these...

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To Recession or Not to Recession? Plan for Both

To Recession or Not to Recession: Plan for Both The biggest question surrounding the U.S. economy today is whether we, the U.S. economy, will see a recession or not in the next few years. You may have heard the expression soft or hard landing as if we were landing a...

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Boomers Want Out: Business Exit Strategies for Your Clients

Experts have estimated that 10,000 baby boomers retire each day, with the full generation expected to have largely retired by 2030. According to the Pew Research Center, the pandemic accelerated this generation’s exit from the labor force, with 3.2 million Boomers retiring between 2019 and 2020 alone.

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