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    Estate, Succession, and Exit Planning

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

    BGW CPA
    Weighing the Costs: Converting from C Corporation to S Corporation Status
    BGW CPA
    Declaring Independence
    BGW CPA
    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 a...

    BGW CPA
    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 – or the 'sweat...

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    Top 100 Questions Business Owners Ask Us

    All Estate, Succession, and Exit Planning

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

    How Much Is My Business Worth? Part II
    How Much Is My Business Worth? Part II

    In an earlier post, I discussed the different reasons a business owner might do a business...

    Four Reasons to Perform a Business Valuation
    Four Reasons to Perform a Business Valuation

    Our firm gets asked to perform business valuations from time to time. One of the first critical...

    Estate Tax Deferral – Closely Held Businesses
    Estate Tax Deferral – Closely Held Businesses

    In today's post I will discuss a special estate tax deferral election that is available to those...

    What’s My Company Value – Part Two
    What’s My Company Value – Part Two

    In my previous post on assessing your company's value, I discussed the fact that many business...

    Succession Planning for Business Owners – Get Started with 3 Steps
    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....

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