Preparing Your Business for Sale: The Two-Year Checklist
Lays out a two-year pre-sale checklist covering entity cleanup, financials, owner dependence, contracts, IP, and assembling an advisory team before going to market.
Gifting Business Interests During Your Lifetime
Covers how lifetime gifting of business interests, valuation discounts, and structured entities can reduce estate tax exposure while preparing the next generation for ownership.
Key Person Insurance and Funded Buy-Sell Agreements
Explains why a buy-sell agreement needs actual funding through key person or buyout insurance, and compares cross-purchase versus entity-purchase structures.
What Happens If You Die Owning the Business With No Plan?
Walks through the practical fallout when a business owner dies without a succession plan or buy-sell agreement, and what documents prevent that chaos.
The Tax Bill When You Sell Your Business — And How Planning Shrinks It
Explains how deal structure, elections like Section 338(h)(10) and Section 1202 QSBS, installment sales, and early planning can significantly reduce the tax owners pay when they sell their business.
ESOPs: Selling Your Company to Your Employees
Explains how employee stock ownership plans work, their tax advantages under Sections 1042 and 4975, the cost and complexity of setup, and when an ESOP exit makes sense.
What Is Your Business Actually Worth? Valuation Basics for Owners
Explains the fundamentals of business valuation, including the three main valuation approaches, why earnings quality matters, valuation discounts, and the importance of an independent appraisal.
Passing the Family Business to Your Children Without Wrecking It
Covers how to separate ownership from management, communicate with the whole family, set up governance, and plan taxes when transferring a family business to the next generation.
Selling to Your Management Team: How It Actually Works
Breaks down the practical steps in a management buyout, including valuation, seller financing, deal structure, earnouts, and governance among multiple buying managers.
When Should You Start Planning Your Business Exit? (Earlier Than You Think)
Explains why exit planning should begin years before a sale or transition, covering value-building, tax runway, unpredictable life events, and successor readiness.