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Resources

April 4, 2019

Businesses that rely on their owners as the primary source of success are common. They’re also the most dangerous kind of business to own when you want to plan for the future of your ownership interest. Unless your goal for the future of your ownership is to liquidate the business and shut it down, you’ll likely need to build your business’ transferable v...

December 11, 2018

Comparison of IRC Section 453 Deferral Structures, Opportunity Zone Program and IRC Section 1031 Exchange See Comparison Chart, Find Tax Advisor Specialist

November 26, 2018

Many business owners believe that they want to sell their businesses to a third party when they first start considering their business exits. Owners who want to start planning for a third-party sale sometimes fear that tight-fisted buyers will be the primary enemy in the way of a successful business exit. However, experience shows that it is business owne...

September 28, 2018

As a business owner, you likely have plenty on your plate. You have a business to run, perhaps a family to care for, and many other responsibilities that require your time. So, why should you consider pursuing Exit Planning? Can it help address issues relevant to you without eating into what little time you have?

Whether you’re thinking about exiting your...

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