Keeping It in the Family: Transferring the Business to Children

Business owners often dismiss the option of selling their businesses to employees because employees rarely have enough money to buy ... 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

 

Exits Are Inevitable, Failure Is Not: Planning a Successful Exit

We understand that business owners are so busy addressing today’s economic challenges that they can overlook the critical task ... Read More

 

First Things First: Prioritize Your Objectives

“You’ve got to be very careful if you don’t know where you’re going, because you might not ... Read More

 

Equality and Fairness in Transfers to Kids

Stan Briggs was perplexed when he told his advisor, “My son, Patrick, has worked in the business for the ... Read More

 

My Lawyer Told Me Not To Do It

Case Study When Dennis Brandenton called his accountant to complain about his attorney’s warning not to consider a ... Read More

 

Why Businesses Don’t Sell

It’s an owner’s worst nightmare: Preparing your business for sale, putting it on the market, and waiting for ... Read More

 

So You’re Never Leaving … Got a Plan For That?

We hear it all the time.  Do any of these sound familiar? “I’m never leaving my business.  I love ... Read More