Family Business Ties: Good, Bad, or Ugly?

I was raised in a family business. As the eldest son I experienced the Good, the Bad, and the Ugly!  I’ve also had the pleasure and opportunity of working with family owned-business over the last twenty years. Many of their stories go something like this: Once upon a...

Business Succession Plan Considerations

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 a...

The Purpose of Your Buy-Sell Agreement

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...

Subscribe To Our Newsletter

The Change We Make gives you insight and ideas that matter for your wealth!

Subscribe To Our Newsletter

Join our mailing list to receive the latest news and updates from our team.

You have Successfully Subscribed!

Share This