Research

As advisors, we often hear from business owners some variation of the following comments: “I think it is time to back away from my business.” “I’d really like the freedom to do whatever I [...]

We’ve met few business owners who believe they should pay more income taxes every year. Instead, most are frustrated with the inability to engage in meaningful income tax planning that reduces [...]

Buyers tend to pay premium prices for companies that have developed realistic strategies for growth. This growth strategy must be communicated to a potential buyer so that the buyer can see [...]

Today, most owners are so focused on cutting expenses and minimizing risk and taxes that they’ve ignored their ultimate goal: creating a company with enough value to leave it for an amount of [...]

In all likelihood, you are absolutely critical to the success of your business. Without you, there is no business. We want to fix that. With a little luck and a lot of hard work, we can help you [...]

With the new year upon us, many people have begun their journeys to fulfill their New Year’s resolutions. For business owners, it’s no different. Between creating goals for the business to [...]

In this issue, we attempt to dismantle the most common objections owners have to undertaking the planning necessary to exit their companies successfully. Excuses to avoid Exit Planning include [...]

We hear it all the time. Do any of these sound familiar? “I’m never leaving my business. I love what I do.” “I don’t intend to exit my business. I plan on working until the very end.” “I can’t [...]

We have been helping business owners meet the challenges presented by recent changes in the economy. In this issue we will share with you what we are learning from owners and their advisors [...]

You know how things work in terms of starting and running a successful business. You’ve hired the right people, offered a useful product or service, and developed high-quality relationships with [...]