Posted on: April 25, 2024
For many business owners, their business is one of the most valuable and important things they own. When it is time to create an estate plan, business owners must plan for their business just as they would for their home or finances. Effective business succession planning ensures a seamless ownership transition upon the potential occurrence […]
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Posted on: April 4, 2024
Starting a business requires a great deal of planning and execution. Exiting from your small business should entail similar forethought and preparation. Nevertheless, some surveys indicate that nearly half of business owners have no exit strategy.[1] After years of expanding your business, you may be at the point where the finish line is getting close. […]
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Posted on: March 21, 2024
Selecting the individual to lead your business after you step down is a huge decision. There are several common mistakes business owners make when choosing a successor. It's not merely about finding someone who mirrors your personality or whom you favor personally. Instead, the crux lies in identifying a successor with the right qualifications, vision, […]
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Posted on: December 4, 2023
Being self-employed is no easy task. You are the owner and, in some cases, the only employee. While you may have more freedom than the average worker, many responsibilities lie on your shoulders. Working together, we can craft a comprehensive estate plan that will help you address three critical concerns you may have. Protecting Your […]
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Posted on: October 23, 2023
This article will explore key considerations and actionable insights for business owners to reduce their tax burden, protect their assets and facilitate a smooth wealth transition.
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Posted on: July 17, 2023
This sunsetting creates a big imperative for business owners to take a closer look at tax planning, and not treat a grim fiscal inevitability like another unfortunate surprise.
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Posted on: July 16, 2023
All business owners will have to exit their business either through retirement or undertaking a new endeavor. Some will leave it to a successor, while others will sell. Regardless of what you choose to do, it is never too early to start planning.
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Posted on: July 13, 2023
If there’s one thing that’s certain, it’s life’s uncertainty. While we all hope for the best, as a business owner, it’s important to be prepared for anything. Having an answer to life’s curveballs can help you stay in business, ensure that your legacy lives on, and that your business partners and family are taken care of.
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