Don’t Be Fooled: How You Can Detect Business Fraud
I’ve spent decades investigating business fraud as a forensic accountant and expert witness, often at the state and federal levels. The lessons I’ve learned about human behavior and motivation during this time have benefitted my clients in surprising ways. According to the Association of Certified Fraud Examiners, the typical organization loses 5 percent of revenue […]
How Much Is Your Business Really Worth?
While it may seem like it now, you won’t be running your business for all eternity. At some point, you’ll likely retire from or sell your company. To that end, you’ll need an exit strategy. When clients come to us without clear exit strategies, we often find that the hardest component for them to master […]
Your Family Business Structure Matters
Deciding how to structure your family business often comes down to what will save you the most in current taxes. With a business owned by multiple family members, however, there are other considerations with longer-range impact. In fact, your business structure could affect whether or not your family can remain in business for generations to […]
Family Succession Planning: Four Careful Considerations
I asked San Antonio business consultant John Dini, one of the nation’s leading experts on business ownership and exit planning, for his advice on handing down the family business. As the author of Hunting in a Farmer’s World, Beating the Boomer Bust and 11 Things You Absolutely Need to Know About Selling Your Business, Dini […]
Selling Your Business? Resist The Lure Of Low Capital Gains Taxes
Taxes can cut deep into your profit when you sell a business. But sometimes “paying more” can help you save. Whether you’re looking to pass your business down to heirs or sell it outside the family, some surprising tax strategies can make the sale more profitable. By instinct, you may think that pushing everything you […]