Business Owner Planning
Selling Your CPA Firm: Will the Deal Let You Retire?
Planning CPA firm succession? See how consulting duties, client handoffs, and post-sale income can affect your retirement before you accept an offer.
Planning CPA firm succession? See how consulting duties, client handoffs, and post-sale income can affect your retirement before you accept an offer.
Your CPA firm has finished a demanding filing season, collections are coming in, and the partners are deciding how much to distribute. Before those dollars
Protect intellectual property in family businesses by securing trademarks, trade secrets, copyrights, and know-how before a sale or succession.
After a business liquidity event, owners need a plan for sale proceeds, taxes, cash flow, portfolio risk, estate planning, and long-term income.
Learn how EBITDA, SDE, DCF, asset-based valuation, and multiples affect business value—and what a business sale may support in retirement.
Learn how earnouts affect business sale proceeds, retirement income, tax planning, estate decisions, and wealth protection after selling your company.
Key employees can affect valuation, deal terms, taxes, and retirement income. Learn how retention planning helps support a smoother business transition.
I spend a lot of time thinking about business ownership in America because it is one of the clearest ways families build lasting, generational wealth,
In our last piece, we looked at the business exit wave and the number of owners expected to come to market over the next decade.
Prepare for a ranch sale with smart tax planning. Learn how asset allocation, basis, and deal structure impact your after-tax proceeds.
Insightful articles that reflect our low-cost, "stay the course" investment philosophy.
Free videos that cover complex topics in an easy-to-digest explainer style.
