18 Aug Estate Planning to Do Before (Not After) You Sell Your Business
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...
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...
A Grantor Retained Annuity Trust (GRAT) can be a powerful estate planning strategy for families whose assets exceed federal or state estate tax exemptions. By transferring appreciating assets into an...
What happens when your business partner wants out, but you cannot afford to buy them out? For many business owners, this is one of the most financially and emotionally disruptive...
Most business owners I sit down with believe their partnership agreement is in good shape. They signed it years ago, maybe when they formed the company or brought on a...
A buy-sell agreement without proper funding is a broken promise. Learn the four ways to fund a buyout — and why most succession plans quietly fail....
Estate planning for business owners is not about drafting a simple will — it’s about protecting your life’s work, your family, and the business you built from the ground up....
As your business grows, retaining and rewarding your top performers becomes essential — but giving away equity isn’t always the smartest move. This article from Garza Business & Estate Law...
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...