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....
A dynasty IDGT combines several advanced estate planning strategies into one multigenerational structure: an intentionally defective grantor trust, generation-skipping transfer tax exemption, discounted asset transfers, and an installment sale designed...
An intentionally defective grantor trust, or IDGT, is an irrevocable trust designed to do two things at once: remove assets from your taxable estate while keeping you responsible for the...
A business owner I work with sold his company for $40 million. Good outcome. He'd built it over 25 years. Before his earnout, his actual take-home was closer to $30...
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Many buy-sell agreements rely on valuation formulas that become outdated as a business grows.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...
Every business partnership eventually ends. Learn how a properly drafted buy-sell agreement protects owners, families, employees, and business value....
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...
You closed the sale and celebrated the wire hitting your account. Then came the surprise: a post-closing working capital adjustment demanding hundreds of thousands back. Learn how buyers use working...