08 Nov Your Buyer Will Read Your Contracts. Have You?
When a business goes up for sale, the buyer’s diligence team will read the contracts that have been sitting in your files for years. Customer agreements, vendor contracts, leases, employment...
When a business goes up for sale, the buyer’s diligence team will read the contracts that have been sitting in your files for years. Customer agreements, vendor contracts, leases, employment...
Many owners of multiple entities that I meet have the same setup. One LLC holds the real estate. Another runs the operations. Sometimes a third owns equipment or intellectual property....
Choosing the wrong buy-sell structure can create an unexpected tax bill years after a partner's death. Learn the difference between cross-purchase and redemption agreements, how each affects cost basis and...
Many buy-sell agreements rely on valuation formulas that become outdated as a business grows. Learn why stale valuations create disputes, funding gaps, and unnecessary legal costs—and how annual reviews help...
Many business owners assume that forming an LLC automatically protects their business from personal creditors. In reality, some of the most important asset protection provisions are found not in the...
Most business owners believe they have a clear idea of what their company is worth—until it actually matters. Whether triggered by death, disability, a partner exit, or a sale, the...
Estate planning for real estate investors requires coordinating REITs, partnerships, valuations, transfer restrictions, and liquidity to protect heirs and reduce tax risk....
Choosing one child as your business successor is one of the most emotionally complex decisions a family business owner will face. When only one child works in the company and...
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...
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...