Topics and Events

Charitable Gifting in Exit Transactions

Many business owners consider the wealth that they have accumulated in their businesses not only the product of years of hard work but also the result of blessings and good fortune that others have bestowed upon that owner to help on his/her path to success.  And,...

Your Exit Plan is a Living Document

We’ve all done it.  We paid a consultant to assess our current situation and then did not follow through on the recommendations.  The final product of the assessment and the written report sits on a shelf.  And, although the answers to many of our issues are provided...

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