FNAQS for Business Succession Owners Coming Soon!
I hate to use clichés but when they help clients to understand key concepts that can get lost in technical details – I’ll use em! No pain, no gain; no guts, no glory – are ways to describe the risk vs. return decision. Investors have choices in how to invest across a...read more
Most small business owners contemplate the future of his or her business. Because “the business” usually the wealth generator and a large portion of net worth, many estate planning issues can affect the company’s future stability. A business succession plan is...read more
A Buy-Sell agreement (BSA) serves several key purposes for business owners. A well-articulated BSA creates a ready market and liquidity to a selling owner, and should establish price, terms, and financing for the transfer. In short it spells out a process so that all...read more