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    • For Business Owners
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Retrading 101

25 Aug Retrading 101: The Sophisticated Buyer’s Playbook for Taking Millions Off Your Sale Price

Posted at 09:58h in Business Planning, Financial Protection

Selling your business should be the culmination of decades of work—the moment you and your family finally realize the reward of everything you’ve built. Unfortunately, many owners fall victim to...

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The 50/50 Trap

19 Aug The 50/50 Trap:  Why Equal Equity Can Destroy a Business (and a Friendship)

Posted at 08:08h in Business Planning, Business Succession, Financial Protection, Investment Banking

Discover why 50/50 business partnerships often fail and how to protect your company, profits, and relationships from the equal equity trap....

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The Hidden Dangers of Buying a Business

12 Aug The Hidden Dangers of Buying a Business

Posted at 12:27h in Business Planning, Business Succession, Investment Banking

And How to Avoid a Financial Nightmare How “Saving” on Legal Fees Cost One Buyer His Dream . . . and Nearly Bankrupted Him Two years ago, “David” thought he’d scored the...

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We Don’t Need to Involve Lawyers Yet

21 Jul “We Don’t Need to Involve Lawyers Yet”—The Oldest Trick in the Book (and Why It Costs Sellers Millions)

Posted at 11:02h in Business Planning, Investment Banking, Uncategorized

You’ve finally done it. After years, maybe decades, of building your company from the ground up, you’ve attracted serious buyer interest. They seem genuinely enthusiastic, impressed by what you’ve built. You’ve...

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Your Partner Dies, His Spouse Now Owns Half: How to Avoid a Family Business Disaster

14 Jul Your Partner Dies, His Spouse Now Owns Half: How to Avoid a Family Business Disaster

Posted at 11:05h in Business Planning, Business Succession, Financial Protection, Uncategorized

When your business partner dies, their spouse could inherit half the company—leaving you with a nightmare scenario. Learn how buy-sell agreements and strategic planning can protect your family business from...

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You think its just a contract

07 Jul You Think It’s Just a Contract—Until It Costs You Millions: The Dangers in the Purchase Agreement Fine Print

Posted at 13:48h in Business Planning, Business Succession, Investment Banking, Uncategorized

Selling your business? Hidden risks in the purchase agreement could cost you millions. From reps and warranties to post-closing traps, learn how to avoid costly legal pitfalls and protect your...

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What Every Adult Child Should Do After a Parent’s Death

17 Jun What Every Adult Child Should Do After a Parent’s Death

Posted at 07:01h in Business Succession, Estate Planning, Trusts, Uncategorized, Wills

When a parent dies, grief meets responsibility. Learn the critical legal, financial, and estate planning steps every adult child must take to protect their surviving parent and family legacy—especially in...

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Why Digital Assets Are the Most Overlooked—and Most Vulnerable—Part of Your Esta

10 Jun Why Digital Assets Are the Most Overlooked—and Most Vulnerable—Part of Your Estate

Posted at 08:43h in Digital Asset Planning, Estate Planning

You’re bullish on crypto.  You’ve invested in digital assets like Bitcoin.  You have a growing portfolio of crypto holdings.  Maybe you even have them spread across platforms and wallets. But if...

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Married to a Non-Citizen? Here’s How Your Legacy Could Disappear Overnight

27 May Married to a Non-Citizen? Here’s How Your Legacy Could Disappear Overnight

Posted at 08:00h in Business Planning, Estate Planning, Financial Protection, Investment Banking, Trusts, Wills

Married to a non-U.S. citizen? Your estate plan could be missing critical protections—leaving your spouse exposed to massive taxes and your legacy at risk. Learn how proper legal planning can...

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Why Smart Sellers Hire an Investment Banker

06 May Why Smart Sellers Hire an Investment Banker

Posted at 08:00h in Business Planning, Financial Protection, Investment Banking, News & Media

Think Selling Your Business Is as Simple as Finding a Buyer? Think Again. If you’re a business owner thinking about selling, you’re probably asking yourself: "Do I really need an investment banker?...

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Email: [email protected]

Based in New Jersey. We’re 100% remote and proudly serve clients nationwide.

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Top Rated Business & Estate Lawyer

Rated By Super Lawyers Len Garza
Peer Rated for Highest Level of Professional Excellence
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