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    Estate, Succession, and Exit Planning

    Our best thought leadership, relevant news, and tools to help you grow your business.

    Tougher Rules for Family Partnerships
    Put Succession Planning at the Top of Your To-Do List
    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...

    Changes in Social Security Regulations Prompt Changes in Retirement Planning

    Planning for retirement has never been easy, but changes to Social Security this year are making things all the more difficult.

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    All Estate, Succession, and Exit Planning

    Tougher Rules for Family Partnerships

    For several decades, estate planners have been utilizing family limited partnerships (FLPs) and...

    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...

    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...

    Changes in Social Security Regulations Prompt Changes in Retirement Planning

    Planning for retirement has never been easy, but changes to Social Security this year are making...

    7 Root Causes of Delegation Issues

    If DIY is your CEO mantra, you’re doing it wrong.

    Weighing the Costs: Converting from C Corporation to S Corporation Status

    Converting from C corporation status to S corporation is a common change in business due the...

    Declaring Independence

    The Declaration of Independence is rightly called the founding document of the American political...

    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...

    Increase Business Value in 3 Steps
    Increase Business Value in 3 Steps

    If you are like most business owners, your net worth is likely 85% related to your business's ...

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