Client Resources

Client Resources

20
Aug2019
The Golden Years of a Business Part 4 of 4: Know Your Terms
Having a team of professionals assisting you through the transaction is important, as these are [...]
20
Jul2019
The Golden Years of a Business Part 3 of 4: Know Your Weakness
Having a team of professionals assisting you through the transaction is important, as these are [...]
20
Jun2019
The Golden Years of a Business Part 2 of 4: Know Your Buyer
Business owners who are looking to sell often find themselves in one of two camps [...]
20
Apr2019
The Golden Years of a Business Part 1 of 4: Know Your Business’ Position in…
When preparing to sell your business, it can be tempting to dive in head first [...]
15
Jun2019
The Early Years of a Business, Part 5 of 5: Mitigating Your Business’ Risks
After you’ve selected your business entity, capitalized your business, purchased insurance for your business, and [...]
15
May2019
The Early Years of a Business, Part 4 of 5: Documenting New Hires
Another step most small business owners take in the first few years is hiring employees [...]
15
Apr2019
The Early Years of a Business, Part 3 of 5: Insuring Your Business
Since every small business has different needs, there is no longer a one-size-fits-all coverage out [...]
08
Mar2019
The Early Years of a Business, Part 2 of 5: Capitalizing Your Business
One requirement to preserve your business structure and limit your personal liability is to adequately [...]
08
Feb2019
The Early Years of a Business, Part 1 of 5: Selecting a Business Entity
The foundational step in protecting your personal assets from your business risks is by forming [...]
10
Oct2018
Legacy Planning Is Estate Planning but So Much More
Legacy Planning is a process in which you set your own goals for your healthcare [...]
03
Dec2018
Legacy Planning Considerations for Young Families
It is easy for families to become overwhelmed by all of the information being presented [...]
15
Jan2019
Legacy Planning Considerations for Soon to Be or Recent Retirees
Are you starting to consider your “retirement age?” According to a 2018 Gallup survey, the [...]
01
Nov2018
Legacy Planning Considerations for Blended Families
Meet Tom and Sue Jones, a married couple living in Illinois. Tom is 56, and [...]