Is Your Buy-Sell Agreement Actually Funded?
Many co-owned businesses have a buy-sell agreement. Fewer have one that would work tomorrow. Why funding and valuation quietly go stale.
Exit Planning
Business Succession: Passing the Company to Family, Partners, or a Buyer
Every owner exits eventually. See how the three succession paths – family, internal, or outside sale – differ in tax, funding, and control.
Qualified Small Business Stock After the 2025 Expansion: Excluding Gain on a Business Sale
The 2025 law expanded Section 1202 – 50/75/100% exclusion tiers and a $15M cap. See how QSBS can exclude gain on a C-corp sale, and how it is lost.
Five Questions to Answer Before You Sell Your Business
Most owners start planning when an offer arrives – too late for the decisions that matter most. Five questions to answer while a sale is still hypothetical.
Selling Your Business: A Financial Roadmap for Before and After the Sale
The sale price is not the number that matters – the after-tax result is. A CPA-led roadmap for the planning to do before the LOI and after the wire.