The spread of COVID-19 has vastly impacted our economy during the last two months. These impacts can potentially be felt for many more months to come. This article highlights how COVID-19 has and [...]
While the Covid-19 pandemic hits and reshapes companies, industries, national economies, and our society in previously unthinkable ways, business leaders need to think beyond survival to the [...]
The scale of the Covid-19’s impact has begun to sink in amongst the business community. With this crisis comes a variety of questions. How does an organization share this economic pain amongst [...]
In a past post, we met an owner who told his advisors that he planned to leave his company not on a specific date but “in about five years.” Would it surprise you to learn that owners who pull [...]
In the realm of Exit Planning and Estate Planning, it can be important to understand what estate taxes are, know the tools available to help minimize them, and employ those tools to transfer your [...]
Current tax rates are likely the lowest we will see in our lifetimes. At some point, burgeoning budget deficits, ballooning costs of social programs and the War on Terror must be paid. Expect tax [...]
Full disclosure: Wealth preservation planning can’t help any of us cheat death, but it can help business owners avoid taxes and pursue financial security. The ideal Exit Plan (one that provides [...]
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 [...]
