Co-owners of closely held businesses often focus on the day-to-day operations, while neglecting important long-term planning. Learn what every business owner needs to understand about buy-sell agreements, and why it’s important to have them in place.
The most successful business owners know when and how to use tools, such as the Marketability Assessment, to increase the return on the investment in their business.
In this short video, we introduce Mario and Maria. Both own successful businesses and have decisions to make when it comes to determining the value and marketability of their businesses as they consider their exits.
Electing to receive Social Security benefits prior to reaching full retirement age may not be the best decision. Read this article to learn why waiting until full retirement age (or later) can substantially increase the ultimate Social Security benefit received.
Many dream of their part-time gig or hobby growing into a full-time business. However, without the right liability protection, it can quickly become a nightmare. Read this article to learn some of the basic steps business owners can take to protect both their business and personal assets.
As the cost of higher education continues to rise, planning for its funding is increasingly important for many parents and grandparents. Read this article to understand the basics of 529 plans, as well as important tax considerations and how such plans can impact financial aid.