Archived Insights

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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.

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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.

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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.

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Four Mistakes Business Owners Can Make When Transitioning a Business
Private equity group vs. strategic buyer
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Family business governance
March 2021
How family business governance can help prepare the next generation for a business transition
Wealth Planning Update: Transfer on Death Designations