Our Insights
Beware of the Tax Man
Taxation of capital gains resulting from the sale of a business can impact your retirement plans. Yet with proper planning, …
Should I stay or should I go?
Planning for the transition of your business does not necessarily mean putting yourself out of a job. Perhaps you enjoy …
When “What If” Becomes “What Now”
One of the most important – but often ignored – reasons for preparing for the future succession of a business …
Planning for Success[ion]
All too often, business owners neglect to plan ahead for the succession of their business. While lack of planning is …
The key is transparency
Much like your car needs regular oil changes to keep it running optimally, regular audits and careful financial reporting can …
Keeping up with the paperwork
Before you seek out a qualified buyer, it’s important to make certain representations as to the financial status of your …
There’s selling and then there’s everything else…
It’s important to think through the instances beyond retirement that may cause a business owner to leave his or her …
Visualize, then plan
Artists will tell you that the best paintings are created when the artist visualizes the painting hanging on the wall …
Consider all options
Many owners and entrepreneurs suffer from tunnel vision when it comes time to pass the business on. However, there are …