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,… Read More…

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…. Read More…

Increase Business Value in 3 Steps

If you are like most business owners, your net worth is likely 85% related to your business’s value , (see earlier post) also link to… Read More…

How Much Is My Business Worth? Part II

In an earlier post, I discussed the different reasons a business owner might do a business valuation. There are many great articles that describe different ways to sell your business, including one by the Wall Street Journal. In this post, I’ll discuss the different ways a buyer might value your business for purposes of sale.

Four Reasons to Perform a Business Valuation

Our firm gets asked to perform business valuations from time to time. One of the first critical questions we always ask is ‘why’ as the… Read More…

Estate Tax Deferral – Closely Held Businesses

In today’s post I will discuss a special estate tax deferral election that is available to those who do not have a business transition plan… Read More…

What’s My Company Value – Part Two

In my previous post on assessing your company’s value, I discussed the fact that many business owners get hung up on using public company comparatives… Read More…

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… Read More…

Risks Every Business Owner Should Consider To Insure

Every business owner has the same basic risks that, if un-addressed, could prove catastrophic to your income, your business, and your family. Yet, for whatever… Read More…