As a business major in college, you often hear about glamorous careers as an investmentbanker on Wall Street, a consultant traveling frequently, or working in public accounting at a major firm. While these roles come with exciting prospects, the 70-hour work weeks and...
Warrants are often packaged with seller subordinated notes as consideration for sellers to an ESOP. Due to the highly-leveraged nature of an ESOP transaction, the warrants have a very low value when they are issued and, as the company pays off the transaction debt and...
Let's start with a universal truth: snacks and protein in the office contribute to a happier work environment. Now, I'm only joking... but hey, it does help! In crafting a successful office culture, I've come to embrace a philosophy rooted in long-term thinking and...
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...
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...
It is up to you, as a service provider, to either capitalize on your opportunities or allow them to pass you by. For me, navigating client service over the long-term boils down to four core questions.
Shareholder agreements can provide valuable roadmaps for private companies navigating ownership transitions.
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.
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...
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...
Private stock gifts can be an excellent way to fulfill your giving plans, but cutting corners on the appraisal can prove costly.
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