04 Mar Earnouts in Business Sales: Smart Deal Structure or Risky Gamble?

Posted at 11:46h in Business Planning, Business Succession

Earnouts: What Are They Really Like? Selling your business should be a clean exit. A buyer pays top dollar, you walk away or stay on for a reasonable period after sale,...

20 Feb How to Sell a Business with Partners

Posted at 10:00h in Business Planning, Business Succession, Financial Protection

The Deal You’ve Dreamed Of… or a Nightmare That Ends in Lost Friendships and Lawyers? Selling your business should be the biggest payday of your life. But if you have partners,...

13 Feb How to Sell Your Business Without Losing Key Employees (or Clients)

Posted at 15:16h in Business Planning, Business Succession, Corporate Transparency Act

Employees and Clients: Will They Stay? When Mark decided to sell his successful manufacturing company after 35 years, he thought he had everything lined up—a great buyer, a solid purchase price,...

05 Feb How ILITs Help High Net Worth Families

Posted at 08:42h in Business Planning, Business Succession, Estate Planning

“But I thought life insurance wasn’t taxable?” I was meeting with Saul, a wealthy real estate investor, about his estate planning. Saul owns properties in multiple states, has multiple other assets,...

22 Jan The Top Estate Planning Issues to Tackle For 2025

Posted at 16:43h in Business Planning, Business Succession, Corporate Transparency Act

As 2025 gets into full swing, families and business owners should prepare for the opportunities and challenges that the year may bring. With the holidays behind us, now is the...

09 Nov How to Prepare for the 2026 Cliff: Leveraging Installment Sales to Trusts

Posted at 19:41h in Business Succession, Financial Protection, Trusts

For many high-net-worth families, a business represents not just wealth but a legacy. Passing it on to the next generation in a tax-efficient manner is a key estate planning goal. ...

04 Oct Remarrying? How to Protect Your Children’s Inheritance

Posted at 10:48h in Business Succession, Financial Protection, Trusts, Wills

Hi Everyone! This past weekend I got together in Dallas with my old college friends for the Texas A&M/Arkansas game. It was great catching up with all of them after many...

13 Sep How to Review Your Business Loan Documents

Posted at 12:54h in Business Planning, Business Succession

Business Loans – What Should You Know? Ralph and Antonio are two business partners who have known each other since their college days. They built a successful manufacturing company, but growth...

21 Aug Should You Put Your Kids on Your Deed?

Posted at 11:34h in Business Planning, Business Succession, Estate Planning, Wills

Trent and Ella were in their late 60s and decided to put their son, Miles, on the deed of their home. They’d paid $500,000 for the property 30 years ago,...

08 Aug What is Your Business Worth?

Posted at 11:05h in Business Planning, Business Succession

Valuation in Buy-Sell Agreements A partnership with four owners that I began working with recently had forwarded me their partnership agreement. The agreement was 15 years old and they had never...