Insights

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. But those features also attract criminal activity, and layers of shell c …

Small business owners need to think through the tax implications that may arise from their succession plan. Before you exit your business, read this helpful guide.

Wondering how to sell your business? We’ve broken down the steps you should take when creating an exit plan and ultimately moving forward with selling your business.

Wondering what your business is worth? Before you start your succession plan or think about how to sell your business, you need a business valuation.

When should you start planning your exit strategy? If you’re a business owner, your exit path should already be on your mind, no matter how far away it might be.

There are four challenges that you could face in pursuing a third-party sale that could cause you to change your mind, and some of them are unexpected.

There are many things to consider as you think about the future of your business ownership: When is the right time to move on? How much money will I need? How do I even sell this business? These questions dovetail into an important decision you’ll try to make early in the process of plannin …

As a business owner, you’re likely used to having as much control over how the business functions as possible. You’re the go-to person for big decisions, and you own the consequences of those decisions, whether they’re good or bad. This attitude is often good and sometimes necessary for the …

Sometimes when planning the next chapter in your life, the most important people feel left out. Deciding to transition out of ownership of your business is one of the most important decisions a business owner can make, so it only makes sense to include your loved ones in that planning. How …

Foundational decisions you make can save you – or cost you – thousands over time, no matter how many widgets you sell or clients you sign up. There are deep structure questions here that will be the difference between long-term growth or flash-in-the-pan success.