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 …
By Brady Marlow, CFP®, AEP®, CAP®, CPWA®, CExP, Wealth Strategist Many business owners are so consumed with growing their business that they have trouble planning for a successful exit. Not just how to eventually exit, but how to do it successfully.
A sale to an Employee Stock Ownership Plan (ESOP) is a rarely used Exit Path, but business owners have begun taking interest in the possibilities they provide. An ESOP can be many things, but in its simplest form, it’s a qualified retirement plan that must invest primarily in the stock of a …
Companies have several tools they can deploy in order to retain top talent, and one that is gaining traction is incentive stock options, or ISOs. Much like non-qualified stock options (NSOs), ISOs are a form of equity compensation in private or public companies.
Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Managing Director of Mergers and Acquisitions, Jason Carver, to learn more about how to build a succession plan for your business.
Entrepreneur and political figure Andrew Yang drew an important analogy between parenting and owning a business: “If you knew what it entailed you might not get started. But you’re glad you did.” Like parenting, owning a business involves sleepless nights, cold meals and an unbelievable amo …
Small business owners wear a lot of hats, so it’s not unusual for them to put off thoughts of retirement. We want to help them feel prepared when that day comes.
