How To Save For Retirement AND Grow Your Business

Let me cut right to the chase: Selling a business is not a retirement plan. Yet, too often, it’s the only plan business owners seem…

Section 1202: The little-known tax rule that could save you big money when you sell your business.

A little-known tax provision dubbed Section 1202, which we’ve covered before, is getting a lot of attention these days thanks to the Tax Cuts and…

Mergers and Acquisitions: Basics for Small Business.

Mergers and acquisitions. What does that mean to you? Do you picture big city investment bankers and corporate raiders, Fortune 500 companies, hostile negotiations, confusing…

Put Succession Planning at the Top of Your To-Do List

“So what happens when you die?” That’s a question that catches a lot of clients off-guard, but it’s one I’ve found to be pretty useful.…

Not So Fast: What you need to know before you sign a non-compete agreement.

Selling your closely held business has its perks.  Whether you’re looking to gain cash or stock and diversify your assets, or just simplify family relationships,…

7 Root Causes of Delegation Issues

If DIY is your CEO mantra, you’re doing it wrong. A manager’s role is two-fold: to increase productivity and to raise up the next generation…

Declaring Independence

The Declaration of Independence is rightly called the founding document of the American political tradition; it articulates the fundamental ideas that form the American nation.…

3 Common Exit Planning Mistakes and How to Avoid Them

When it comes to selling a business and exit planning, all of the mistakes are made in advance—in the many years the business operated without…

Succession Planning for Business Owners – Get Started with 3 Steps

If you own a business, at some point you are going to leave it. Think about it. You might sell it. You might just wind…