Guardianship vs. Conservatorship: What’s the Difference?

When a client owns his own business and calls to tell me he's thinking about taking on a partner and that he also wants to set up his business to sell within the next five to 10 years, the first conversation we have is on how to set up the agreement between him and the partner, why? It's vital for several reasons, check out some things you can avoid by having the right agreement in place, early on in the process, below.

I don't work with public companies, but I do observe the general economic conditions. Right now, the stock market has tanked, and inflation has continued to go up. The world is in a chaotic space right now. Many of my corporate clients are looking for opportunities to sell their businesses. 

The number one mistake business owners make is waiting too long to begin the exit planning process. If you wait until the last minute to start exit planning then you might get less value out of your business than you would have otherwise. This could be because you didn't do proper tax planning and therefore the tax effects of the transaction are not favorable to you. 

Here's what you need to know about tax proposals to pay for the Biden administration’s “Build Back Better Act".

Following on our last blog regarding the NCAA clearing of student-athletes to pursue name, image and likeness (NIL) deals, we want to talk about why this makes sense to major corporations and the lesson for each of us.

NCAA clearing of student-athletes to pursue name, image and likeness (NIL) deals is a game changer.

Most business owners have expansion on their minds. They’re always looking to grow!

You may have heard of Peloton’s recent acquisition of Precor. It was a $420 million deal and Peloton’s largest acquisition to date.