The Surprising Secret to a Big Exit

We get to see a lot of company founders who are contemplating an exit. Some of our customers get lucky ... Read More


Business Continuity Planning for Co-Owners

Imagine that on the eve of your wedding, you make a plan to divorce your spouse, on friendly terms, in ... Read More


Maintain Control, Save on Taxes, and Set Fair Value Using a Buy-S...

There is a strong case for creating a Buy-Sell Agreement for co-owned businesses. If owners agree about how to appraise ... Read More


One Way to Decide When to Sell

How do you know the right time to sell your company? One answer to this age-old question is that the ... Read More


Preparing for the Worst: Business-Continuity Planning for Sole Ow...

Contemplating one’s own demise can be challenging but is paramount to sole owners and their businesses. Consider the fictional ... Read More


The Essential Business Agreement: A Business-Continuity Agreement...

If you co-own your business, the business-continuity agreement (or buy-sell agreement) is one of the most important documents that you ... Read More


3 Surprising Reasons to Offer a Subscription

You can now buy a subscription for everything from dog treats to razor blades. Music subscription services are booming as ... Read More


Avoiding Disasters in Insider Transfers

Steve Smith was no different than millions of other baby-boomer business owners in that the thought of leaving his business ... Read More