Broker Check


Transferring Wealth to Children

Successful business owners often wrestle with the issue of how to pass wealth to children in a way that legally minimizes their tax bills.  

Leaving Your Business Is Inevitable

At some point every owner leaves his or her business, voluntarily or otherwise. This paper helps explain what that means for your business

Business Continuity Planning

For sole-owned and co-owned What happens when an owner dies or becomes permanently incapacitated

Value Drivers

Every business owner must create value in his or her business prior to any transfer or sale.   Learn about which value drivers buyers look for

Top 10 Deal Pitfalls

Ten pitfalls that each have the capability to derail a deal, some more effectively than others

Successful Transfer of Family Business

Exit Planning for family businesses creates its own set of unique challenges and rewards.