Whether your business is law, construction, manufacturing, retail, or government contracting, and you require exit planning, asset protection, or a tax planning solution, our business has been "solving clients' problems" since 1977.
If you own a family business that’s been growing or seems poised for growth, you’re not alone. You’re also not alone if you feel more worried or concerned than ever, even while your revenue and headcount trend upward. For a small business owner, it comes with the...
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Who would have predicted this plotline: Agreeable and extroverted individuals are more likely to distribute wealth to their children unequally, while more calculating introverts appear likelier to divide their estate evenly among multiple heirs. Consultant Matthew...
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A recent study shows 28% of U.S. households think they’re on track for retirement but are actually at risk of falling short. Extremely surprising: High-income households are most likely to fall into this trap. The Center for Retirement Research at Boston College led...
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Whether you’re new to entrepreneurship or you’ve been in business for years with a full staff and profitable company behind you, the need to evaluate (or re-evaluate) your business structure regularly will never disappear. The two main reasons: taxes and liabilities...
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Timing is everything. But what is the best “timing” when it comes to selling your business? It’s certainly an individual decision (no two business owners’ situations are alike). But to help identity what’s right for you and your business, look for these clues: Your...
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Family businesses are typically slow to embrace change, which is a fatal liability these days. A failure to innovate is a significant reasonfamily businesses don’t make it past the first or second generation. Working with closely held family businesses throughout the...
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