Getting To The Equity In Your Business

Today’s newsletter is written to address an important topic in planning for an owner’s transition, namely, ‘how to get to the equity in your business?’ We’ll look at how business owners view their companies and then offer some planning-based suggestions as to how to...

The Current Wave of Exiting Owners

If you are a business owner whose most significant asset is your privately-held business, then the information in this newsletter may be of paramount importance to your financial future. With the largest generation in our country’s history entering retirement age, and...