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    Estate, Succession, and Exit Planning

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

    Mergers and Acquisitions: Basics for Small Business.
    Why You Need a Business Valuation (even if you don't plan on selling soon)
    Roth Rules: When to convert your 401(k) to a Roth IRA.

    I recently received an email from a client who left his job.  He had quite a bit of money in his 401(k) and wondered if rolling it over to a Roth IRA...

    Tougher Rules for Family Partnerships

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

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    Top 100 Questions Business Owners Ask Us

    All Estate, Succession, and Exit Planning

    Mergers and Acquisitions: Basics for Small Business.

    Mergers and acquisitions. What does that mean to you? Do you picture big city investment bankers...

    Why You Need a Business Valuation (even if you don't plan on selling soon)

    A few weeks ago, the local county tax assessor sent appraisal staff through the neighborhood.  They...

    Roth Rules: When to convert your 401(k) to a Roth IRA.

    I recently received an email from a client who left his job.  He had quite a bit of money in his...

    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...

    Business coaching services cover ins and outs of non-compete agreements

    Selling your closely held business has its perks.As business growth consultants, we understand...

    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...

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    We have a pretty great podcast and insights that dig into issues you really care about.