If not properly protected, the illiquid nature of a private business can cause headaches for the owner and their family. Therefore, we encourage all independent business owners to follow these three steps when it comes to key legal documents in order to protect their family’s net worth and their legacy in the community.
Two issues that are foremost on most investors' minds are the record level of stock prices and the rapid increase in inflation. To help investors put these issues in perspective and focus on growing their wealth, we would like to offer the following thoughts.
Learn about the five most common mistakes we see in our succession planning work with independent business owners that can lead to retirement trouble.
Before disaster strikes, review these three tips that can help prepare your financial house to withstand a natural disaster.
Many business owners have growth strategies that focus on increasing sales, but this does not necessarily increase the value of the business. Therefore, we would like to share the following five strategies for increasing business value.
There is a lot of concern among small business owners about how Democrats in Congress will pay for their legislative priorities. One of these concerns is the potential increase in the top corporate tax rate from 21% to 28%. Here are some steps to think strategically about what tax changes will mean for your business.