Posted on: June 27, 2024
You started your business as a labor of love, nurturing it through those challenging early years with grit and personal sacrifice. Over time, that seedling grew into a thriving enterprise through your sheer force of will and hands-on leadership. In the midst of this journey, how could you possibly contemplate the notion that replacing yourself might […]
Read More
Posted on: May 30, 2024
A company shareholder agreement is a contract between the shareholders of a corporation that outlines each shareholder's rights and responsibilities and their obligations to one another and the corporation. Shareholder agreements, also known as stockholder agreements, are optional but often used by closely held corporations with a limited number of shareholders and concentrated ownership. In […]
Read More
Posted on: May 9, 2024
You have spent years building your business, but eventually, you must sell the company and exit. While many business owners choose to keep the company in the family, that is not always realistic. Family members may not have the interest or skills needed to run the business. In such cases, selling the business to an […]
Read More
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 […]
Read More
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. […]
Read More
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, […]
Read More
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 […]
Read More
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.
Read More
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.
Read More
