Which business transition option is right for you?
May 2022
Each transition option has its pros and cons. Understanding each option and how it aligns with your goals is key in determining which transition option to pursue.
Leveraging a Spousal Lifetime Access Trust
February 2022
Understanding the key features of SLATs can help you to determine whether taking advantage of this technique could reduce your potential estate tax burden in the future and ultimately pass more wealth to your heirs.
How to build a strong management team
April 2022
An empowered management team may enhance the value of your business and increase your transition opportunities
8 best practices to prepare for a business transition
March 2022
While every business and transition is different, there are eight best practices that most businesses should address as part of the transition process.
How to avoid five common regrets after selling your business
February 2022
We outline the common reasons owners have regrets after selling and characteristics of owners who exited successfully.
February 2022
Addressing common misconceptions and help identify mistakes that you may want to avoid.
December 2021
Learn about the value that an investment banker or business broker can add to your business sale transaction.
December 2021
Tax gains may be deferred on real estate investments by following certain procedures.
October 2021
Separating the owner and operator roles and understanding the differences can help provide clarity and flexibility and is especially important when it comes time to pass the baton.
8 best practices to prepare the next generation for the family business
September 2021
Families who have successfully navigated major wealth and business transitions tend to share a set of identifiable best practices.
Before Your Child Turns 18: Five Documents You Need
August 2021
The importance of planning in order to avoid various pitfalls as children reach the “age of majority”.
May 2021
A comparison of business transition options that allow the business to continue to be run by existing employees.
Legal protection for unmarried couples
May 2021
If you are in a relationship and not married, it is important to be aware of the financial and legal protections marriage provides and actions you may consider taking.
