29 Apr Life Insurance Isn’t Just for When You Die—Here’s How It Can Protect Your Wealth Right Now

Posted at 09:02h in Business Planning, Business Succession, Financial Protection

Life insurance isn’t just for when you die—it’s one of the most powerful, underutilized tools for protecting and growing your wealth while you’re still alive. For high-net-worth business owners, life...

29 Apr Protecting Your Wealth from Lawsuits: Why Most Business Owners Get It Wrong—And How It Could Land You in Jail

Posted at 09:01h in Business Planning, Business Succession, Financial Protection, News & Media

SEO Blog Extract: Protecting Your Wealth from Lawsuits As a high-net-worth business owner, your financial success puts a target on your back. From frivolous lawsuits to personal liability claims, your wealth...

25 Mar How a “Standard” Partnership Agreement Can Cost You Everything—And Why You Won’t Find Out Until It’s Too Late

Posted at 04:23h in Business Planning, Business Succession, Financial Protection

The $500,000 Mistake That Destroyed a 20-Year Partnership When Mark and Steve started their business together, they were more than just partners—they were lifelong friends. They built their company from the...

24 Mar Why Your Business May Be Worth Less Than You Think—And How to Fix It

Posted at 23:17h in Business Planning, Business Succession, Wills

What’s Your Business Worth? What if Buyers Won’t Even Pay Half of That? You’ve spent years building your business—sacrificing weekends, missing family time, and putting in more hours than you thought...

24 Mar Private Equity vs. Strategic Buyers: Who Pays More and Why?

Posted at 23:14h in Business Succession, Corporate Transparency Act, Financial Protection

What You Don’t Know About Selling Your Business Could Cost You You’ve spent years—maybe decades—building your business. Countless hours, sleepless nights, and sacrifices have gone into making it what it is...

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...