Apr 29, 2020 | Business Appraisal, Business Valuation, Estate Planning, Small Business
Family-owned businesses are frequently a part of estate and succession planning. As a business owner, your family business is often one of the largest assets in your estate. If you are gifting or transferring ownership, particularly for closely-held businesses, a...
Apr 9, 2020 | Business Valuation, Economic Recession, Estate Planning, Small Business
With the current market volatility and economic downturn, many individuals are wondering how this economic crisis will affect their business, assets, and retirement. With all the uncertainty, we want to focus on an aspect that is certain. While estate planning may not...
Jul 9, 2019 | Business, Business Plan, Business Valuation, Estate Planning
Most business owners have between 80-90% of their personal net worth tied up in the company they own – one highly non-liquid asset. Not only does this make estate planning difficult, but it also exposes the financial legacy you want to leave behind to your...
