By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. But those features also attract criminal activity, and layers of shell c …
Wondering how to sell your business? We’ve broken down the steps you should take when creating an exit plan and ultimately moving forward with selling your business.
Wondering what your business is worth? Before you start your succession plan or think about how to sell your business, you need a business valuation.
Most business owners put the succession planning process off too long. So, when should you begin succession and exit planning? Find out in our latest blog.
When should you start planning your exit strategy? If you’re a business owner, your exit path should already be on your mind, no matter how far away it might be.
The transition from entrepreneur to investor can be a bumpy road, especially if you stumble over some common missteps. Learn what to watch out for and what steps you can take to become a more savvy investor.
By Craig Lemoine, Director of Consumer Investment Research At their most basic level, executive compensation plans are designed to attract, retain and motivate top talent and leadership. But truly successful plans are designed to be much more than providing a high salary to a key employee – …
