October 1, 2021
Here are four considerations for the development of buy-sell formulas.View
September 28, 2021
Here are a few obstacles that business owners may encounter and ideas regarding how to overcome them.View
September 17, 2021
Here are five questions to ask to determine if you have the right people in the right seats.View
September 13, 2021
Family ownership transitions are complex, both financially and emotionally. These transactions are executed best when everyone is on the same page regarding the goals of the transition.View
September 2, 2021
Here are three key tax planning considerations for family businesses to investigate.View
August 27, 2021
Here are key factors to consider as you prepare your business for a future sale.View
August 24, 2021
Labor market tightness is at unprecedented levels. Most companies are struggling to find workers, wages are rising, and help wanted signs are everywhere.View
August 16, 2021
Privately-held businesses are generally entitled to receive two types of valuation discounts. One is the discount for lack of marketability (DLOM) and the other is the discount for lack of control (DLOC). This blog post will focus on the DLOC.View
August 11, 2021
Here are three types of customer segmentation that will provide your organization with insight and help you make more informed decisions.View
August 2, 2021
The past sixteen months have been like a crash course on leading in uncertain times. And we have not been dealing with garden variety uncertainties—leaders have had to make decisions impacting not only the long-term viability of their companies, but also the lives and wellbeing of their employees.View