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”.
August 2021
Whether you plan to sell in the next 12 months or 12 years, these value-driving steps can have a dramatic impact on the value of your business.
What is your company worth?
July 2021
Understanding the value of your business and the key factors that drive that value is critical in helping you make strategic decisions about the business.
Three keep/sell pivot points
June 2021
Business owners often struggle with the keep/sell "what-if" scenarios; narrowing your focus to risk, timing, and control can help bring clarity.
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.
Private equity group vs. strategic buyer
April 2021
Key considerations when selling to a strategic buyer vs. private equity group.
