Videos and Insights

You would like to sell your business. Where do you start? Watch this video to learn the right questions to ask, and easy steps to take as you move toward a successful transition. Take the Financial State of the Union Assessment

What will get you top dollar for your company? Maximizing and optimizing your company’s Value Drivers. Discover more about your company’s unique Value Drivers

Becoming dispensable may sound counterintuitive but is imperative to building the value of your company. So that you can sell your company when you want, to whom you want and for the price you want. Where are you on the journey to becoming dispensable and maximizing the value of your company?

When implemented correctly, a deferred compensation plan should make you money, grow your company, and allow you to keep and recruit key employees.

How do you incentivize employees to act like owners and reward them for future growth of the company, without being owners? Watch and find out.

Have you considered selling to your employees as part of your exit strategy? And even more so, would you like to eliminate the tax bite the IRS takes when selling your business? Watch to find out more.

If you would like to learn more about Donor Advised Funds and whether they are a fit for your wealth plan, we would welcome a conversation.

Should a fast growing company or highly appreciated stock be part of your estate? Watch to learn more.