Insights

As a business owner, you already know your company has value. It supports your lifestyle, pays your employees, and provides products or services your clients rely on. But here’s the big question: If someone asked you today what your business is worth, could you give them a confident answer? …

Many business owners assume their exit path will be a sale to a third party. In fact, some entrepreneurs start their businesses with the goal of finding a larger buyer, selling the business, and moving on to their next business idea. A cash sale can definitely draw business owners toward th …

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.

Understanding Asset Protection Safeguarding your wealth is as important as building it. Even if you make all the right decisions in accumulating and growing wealth, neglecting to protect it can ruin your financial plan. What Is Asset Protection? Asset protection is a set of legal strategies …

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 …

Small business owners need to think through the tax implications that may arise from their succession plan. Before you exit your business, read this helpful guide.

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.

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.

There are many things to consider as you think about the future of your business ownership: When is the right time to move on? How much money will I need? How do I even sell this business? These questions dovetail into an important decision you’ll try to make early in the process of plannin …

As a business owner, you’re likely used to having as much control over how the business functions as possible. You’re the go-to person for big decisions, and you own the consequences of those decisions, whether they’re good or bad. This attitude is often good and sometimes necessary for the …

Sometimes when planning the next chapter in your life, the most important people feel left out. Deciding to transition out of ownership of your business is one of the most important decisions a business owner can make, so it only makes sense to include your loved ones in that planning. How …