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What Business Owners Are Asking Now
What Is Section 1202 And Does Your Business Qualify For This Deduction?
Section 1202 of The Internal Revenue Code (IRC), or Qualified Small Business Stock (QSBS), is not just another rule. At least not for business owners who qualify for it.
Is Your Buy-Sell Agreement Properly Funded?
Think of a Buy-Sell Agreement like a Will for your business. (You have one of those, right?) This agreement is a written plan that spells out exactly what happens
4 Questions To Consider For Your Business Valuation
Trying to do anything for your business without knowing it’s true value puts you at a severe disadvantage. This is true whether you’re selling your business, seeking funding, planning
Should You Sell Or Gift Your Business To Your Children?
When you started your business you probably envisioned your child(ren) taking over the reins of your largest asset one day.
But, according to Business Week, just 40% of
Business Planning Philosophy
Strategies for every stage of your business.
Protect
Grow
Exit
Protect
Get Organized. You've Earned It.
It’s more than insurance. It’s about keeping your business — and your family — protected no matter what happens.
Think legal structure, cash flow, ownership continuity, and risk reduction.
You’ve worked too hard to let one gap undo it all.
- - Planning for what happens if you or a partner leave — expected or not
- - Creating stability beyond your day-to-day role
- - Making sure your income doesn’t disappear with you
- - Knowing when you can retire — and how
Grow
Make your business work smarter — not just harder.
More money doesn’t mean more mess. Growth is great — but only if your structure, tax plan, and team can keep up. Your growth should build wealth, not just busyness. Make sure the money you’re making is actually working for you.
- - Grow your business without growing your tax bill
- - Know when to take money out — and when to put it back in
- - Rewarding key employees — and keeping them around
- - Build success without burning out
Exit
Don't let your last move be the messiest.
Most owners wait too long to plan the end. The result? Fire drills, tax hits, and regrets. Whether you’re handing it off, cashing out, or somewhere in between — make sure you walk away proud (and prepared).
- - Know what your business is worth — before someone else tells you
- - Minimize taxes through smart timing and entity structure
- - Prepare your people, not just your paperwork
- - Replace your business income with purpose-built wealth
- - The goal isn’t just to leave — it’s to leave well
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next level?
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How Can You Protect Your Business From Creditors and Predators?
As a business owner, your business is likely your largest asset. It’s also likely that you take most of your income from your business AND put a good deal of that money back into the business. If all of that is true for you – are you protecting your business the way you should be?
What Types Of Insurance Do You Need For Your Business?
As a business owner, your business is likely your largest asset. It’s also likely that you take most of your income from your business AND put a good deal of that money back into the business. If all of that is true for you – are you protecting your business the way you should be?
What Is Section 1202 And Does Your Business Qualify For This Deduction?
Section 1202 of The Internal Revenue Code (IRC), or Qualified Small Business Stock (QSBS), is not just another rule. At least not for business owners who qualify for it. According to the IRC, Section 1202 allows for small business owners to potentially exclude some percentage, up to 100% of the capital gains taxes.
Is Your Buy-Sell Agreement Properly Funded?
Think of a Buy-Sell Agreement like a Will for your business. (You have one of those, right?) This agreement is a written plan that spells out exactly what happens to your share of the business in the transition of business — like death, disability, or dispute.
