05 Jun Selling Your Business? You Need to Ace Due Diligence First
Picture this: You’ve received an offer from a potential purchaser to buy your business. They’ve sent you a letter of intent and you’re floored by the offer. The purchase price is...
Picture this: You’ve received an offer from a potential purchaser to buy your business. They’ve sent you a letter of intent and you’re floored by the offer. The purchase price is...
The Critical Importance of Proper Funding “I couldn’t believe my father paid $4,000 for a trust that didn’t work.” I still remember my friend, Amy’s, words as she told me her heartbreaking...
Looking into estate planning leaves many with information overload. You’ve probably heard that “everybody” needs a will. You may have even heard that “estate planning” is important for your family. But what does...
“I’ve got a big problem.” Jen was out of options. Her customers had always paid on time or close to it. But lately, more customers have been delaying payment. She didn’t...
“We were such good friends, we didn’t write anything down. We didn’t think we needed to.” Trevor and Ramon, friends since high school, were bringing their lifelong dream to fruition. They’d...
Ted and Jay had spent years building their dream company. They operated a regional manufacturing company specializing in crane parts. When they started, they pooled their savings from their corporate...
When it comes to selling your business, I’ve seen firsthand the pitfalls that await unwary sellers during the sales process. The stakes are high and the legal landscape is fraught...
You've always been told, "Everyone needs a will." But what if I told you there's more to the story? Sure, having a will is better than nothing, but it's not...
New Year, New You? With the holidays over and 2024 getting into gear, how do you feel about the road ahead? Did you make any resolutions? Get to the gym more? Eat...
Critical Questions to Shield Your Business from Unforeseen Catastrophes A Time for Reflection For many people, me included, the end of the year is a time for reflection. What happened this year? ...
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Based in New Jersey. We’re 100% remote and proudly serve clients nationwide.