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,...
“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,...
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...
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. ...
Is a Special Purpose Insurance LLC the Answer? When planning your buy-sell agreement with your partners, how will you handle the insurance funding of your plan? Many companies use cross-purchase arrangements for...
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...
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...
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,...
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...
John, a successful owner of a family-run manufacturing business valued at $20 million, finally decides to sell. After years of hard work and dedication, he receives an attractive offer from...
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Based in New Jersey. We’re 100% remote and proudly serve clients nationwide.
