When a Holding Company Makes Sense . . . and When It Doesn’t

February 9, 2026

A holding company can be a powerful planning tool—but only when it’s solving a real problem. Business owners with multiple operating companies, real estate holdings, or long-term succession goals are often told that a holding company will automatically provide asset protection, tax efficiency, and simplicity. In practice, the opposite can be true when the structure is formed without coordination, modeling, or strategy.

Is Your Business Partnership Headed for Trouble?

February 3, 2026

Business partnerships often begin with optimism, shared goals, and a belief that everyone is aligned. In those early stages, many partners rely on template partnership agreements, viewing them as a quick formality rather than a critical planning tool. The problem is not that templates are illegal or poorly drafted—it’s that they are designed for average situations. And partnerships rarely break down under average conditions.

Granting Equity to Key People: Should You Restructure?

January 27, 2026

Granting equity to key people can be one of the most powerful tools a closely held business owner has to reward performance, retain talent, and align long-term incentives. But without the right entity structure, equity can quickly create unintended tax consequences, governance issues, or even loss of control.