How to groom your business for sale
July 2022
If you are considering selling your business, properly preparing it for sale can help streamline the process by eliminating some of the unnecessary delays and expenses.
Family business transition: Seven things you need to know
June 2022
There are seven considerations owners should address when preparing to transition their business to family members.
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.
Transfer on Death Designations: Advantages and Disadvantages
February 2022
Potential advantages and disadvantages of transfer on death and payable on death designations and pitfalls to consider.
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.
