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    Estate, Succession, and Exit Planning

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

    How Much Is My Business Worth? Part II
    How Much Is My Business Worth? Part II
    Four Reasons to Perform a Business Valuation
    Four Reasons to Perform a Business Valuation
    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 who do not have a business transition plan in...

    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 owners get hung up on using public company...

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    All Estate, Succession, and Exit Planning

    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...

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