Every year a lot of business owners need help in preparing blueprints to protect their net worth, their closely held businesses and their families. Many of these owners do not have the right legal documents to protect their businesses. This …

Regardless of who is going to buy your business (a family member, key employee or someone else in the industry), the advisers you choose to work with will be very important to the successful transition of your company. Most of …

Most closely held business owners are able to fill up every day working in the business, doing all of the paperwork, helping customers and doing everything necessary to keep the company running. Unfortunately there are still many tasks that do …

Over the years your business has grown and become more complex. Your income and expenses are larger now than they were 20 years ago. Today it takes computer hardware, software, passwords and authorizations in order to transfer cash between accounts, …

After 20 to 30 years of hard work many owners should think about retirement and selling their company but choose not to for several different reasons. Some of those reasons are: None of the children want to continue with the …

Many business owners today are between the ages of 55 to 75. A few of you inherited the business from your parents, but most of you started your company from zero and have spent the last 30 years or more …