Expert Articles
Beyond Annual Profits: Understanding Your Business’s True Return on Investment
Whether your intentions are to exit your business in 6 months or 6 years, having insight into your ROI allows you to properly position your business when you are ready to engage in an exit. Being able to clearly articulate the business’s expected returns and associated risks enhances your planning process and negotiating position.
Read More »Navigating the Delicate Dance: Communicating Your Exit Strategy to Your Management Team
Many owners perceive exit discussions as highly confidential, fearing that premature disclosure will trigger anxiety and departures among key personnel. However, just as a well-crafted business plan guides a company’s direction, a thoughtfully communicated exit strategy can transform potential apprehension into a shared vision for the company’s future.
Read More »Unlock the Full Potential of Your Business with Strategic Partnerships
At some point in your business ownership journey, you’ll reach a point when you need to consider life after the business. Getting the most out of your life’s work will take a team of financial experts assembled years in advance. These are some of the key steps you should take to build your business exit planning team to reap the full benefits you deserve.
Read More »The Benefits of a Delaware Statutory Trust for Real Estate Investments
A Delaware Statutory Trust is a legal structure that allows investors to hold fractional ownership in a portfolio of real estate instead of investing in an outright purchase of a single property. Beyond the deferral of capital gains taxes, there are many advantages of using a DST for a 1031 exchange. Here are five of the most advantageous benefits for investors.
Read More »Are You Prepared for the 2025 Sunset of Estate Tax Exemption Limits?
At the end of the year 2025, the estate tax exemption limits expanded by 2017 Tax Cuts and Jobs Act are set to expire. If Congress allows that to happen, lifetime exemption amounts will effectively be cut in half. These are the implications high-net-worth individuals should understand and the preparations that should be taken for the potential sunsetting of this current benefit.
Read More »What's Causing Chaos in Homeowners' Insurance?
In recent months, we've had many conversations with clients regarding current factors impacting their wealth. A frequent recurring topic has revolved around recent changes in homeowners' insurance. To shine a bit more light on the subject, we sat down with insurance expert, Hanna Ogle, to share her insights on the subject.
Read More »The Role of Insurance in Estate Planning
Estate planning is a crucial part of ensuring your assets are managed and distributed as per your wishes after your passing. One element of that planning is often insurance. While insurance can play a significant role in a good estate plan, it's also important to recognize when it may not be needed.
Read More »Avoiding Financial Strategy Collision Course
It's very common for wealthy people to have multiple investments working congruently, and we all want financial strategies that maximize wealth and defer taxes as effectively as possible. However, if you aren't careful and fully consider each investment in both the near-term and long-term, you create colliding strategies that result in concentrated tax consequences in a small window of time. Here are 3 common missteps and how to avoid them.
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