Author: Paul Weisinger
Oct 20, 2022
Blog
Considering An ESOP Exit Strategy?
When you choose to embark on an Employee Stock Ownership Plan (ESOP) journey, you’ll have the opportunity to sell all (or just a portion) of your own investment in the company to employees while keeping you in the driver’s seat to maintain continuity and control of the business.
Sep 27, 2022
Blog
Beyond Dollars & Cents
Even though financial data plays a large role in determining a business’s value, it’s really only a starting point. In most cases, “value” is synonymous with quantifying the future returns to an owner or investor.
Feb 15, 2022
Blog
Don’t Leave Your Exit Strategy Up to Chance
Why it is important to starting thinking about succession planning for your business.
Jan 31, 2022
Article
Estate Tax Exemption Will Fall – Now is the Time to Plan
As values of businesses, real estate, and investment portfolios continue to rise, now is the time to develop and implement an estate plan for taxpayers considering the future transfer of wealth.
Jan 4, 2022
Blog
Exit Readiness: A Perfect Storm Fuels Surge in M & A
The Baby Boom generation has reached retirement age and is making the largest transfer of generational wealth in history. It may be time to start a discussion about your exit readiness.
Feb 18, 2020
Blog
Exit Planning Options Every Business Owner Over 50 Should Know
One of the best things you can do is to ditch the cookie-cutter exit plans and design an option that addresses your unique goals.
Sep 18, 2019
Blog
Five Ways To Turn Your Business Into Cold, Hard Cash
Wondering how to monetize your biggest investment? Let us count the ways ...
Jul 25, 2019
Blog
Strategic Planning: Your Roadmap For Long-Term Success
Where are you going and how do you plan to get there? A strategic plan will help you chart the course.
Jun 21, 2019
Blog
What Legacy Do You Want To Leave?
Why waste your time and money developing an exit and succession plan? Keep reading to find out.
May 10, 2019
Blog
How To Know When You’re Ready To Exit Your Business
Don't leave the future of your business to chance. Find out why exit and succession planning are essential for business owners.
Apr 10, 2019
Blog
What Will Your Legacy Look Like?
Leaving behind your ideal legacy takes solid succession planning. Find out your next steps to developing an exit plan that works for you.
Jan 23, 2019
Blog
What Does The Word Rich Mean To You?
Everybody wants to retire rich, right? Well ... that depends. What does "rich" mean to you?
Jan 16, 2019
Blog
Building A Business Is About Building Value
If you want your business to grow, look for ways to enhance it's value.
Jan 8, 2019
Blog
When Do You Need A Business Valuation?
Wondering if you need to have a business valuation conducted on your company? Wonder no more!
Dec 11, 2018
Blog
Filing A Gift Tax Return? Don’t Forget The Business Valuation Report
If you are gifting some or all of your business and are filing a gift tax return this year, don't forget to include a business valuation report.
Oct 18, 2018
Blog
Don’t Follow These Steps If You Want To Grow Your Business
Want to know what NOT to do to grow your business? Keep reading.
Oct 5, 2018
Blog
How Will I Know When I’m Ready To Exit My Business?
How much thought have you put in to the exit/succession phase of business ownership?
Sep 20, 2018
Blog
Not Quite 50 Ways to Leave Your Business
Are you ready to talk about how to leave your business? Great! We've listed out your options.
Aug 29, 2018
Blog
You Built A Business. You Grew Its Value. Now You Need To Protect It.
More than half of your entire net worth is tied up in the value of your business. What are you doing to protect it?
Aug 9, 2018
Blog
Do You Have A ‘Get-Out-Of-Business’ Plan?
There are many ways to leave your business, but whichever road you chose, know that there will be a lot of planning involved. Read on to learn about your options.
Jul 30, 2018
Blog
That Buy-Sell Agreement Is More Important Than You Think
A buy-sell agreement is your safety net. When you put one in place, it protects everybody's interests.
Jul 24, 2018
Other Stuff
Slideshow | Do You Have What It Takes To Protect Your Business?
Take time to identify your business’s most vulnerable areas to gain the insight needed to quickly and efficiently address troublesome issues as they arise.
Apr 10, 2018
Blog
Could You Give Your Employees The Keys To The Kingdom?
Employee Stock Ownership Plans (ESOPs) are growing in popularity. Are they right for you?
Mar 15, 2018
Blog
Tax Reform Brings Business Valuation Changes
Yep. It's true. Tax reform will impact your business's value. Read on to find out how.
Jan 9, 2018
Blog
The Perfect Time To Gift A Business To The Next Generation
President Trump signed the Tax Cuts and Jobs Act of 2017 into law on Dec. 22, 2017, triggering discussions about the various income tax implications, but little is being said about how this legislation will impact succession planning for business owners. Read on to find out more.
Nov 14, 2017
Blog
GOP Tax Bills Take Aim At Estate Tax
House Republicans have finally gone public with their long-awaited plan for tax reform and the Senate has their version. Included in the House document are plans to kill the estate tax. Read on to find out.
Aug 10, 2017
Blog
Family-Owned Businesses Await Final Business Valuation Decision With Bated Breath
The U.S. Treasury Department and the IRS issued a proposal to place limitations on business assets transferred from one generation to another. However, after a firestorm of criticism, the proposal may be poised to undergo modification or be fully repealed. Read on to learn more.
Aug 12, 2015
Other Stuff
Slideshow | Do You Have What It Takes To Protect Your Business?
Owning a company or leading an organization can be grueling, uncompromising and unrelenting; but it can also be rewarding, inspiring and liberating. As you move forward in your career, much of your success will be measured by how well you were able to mitigate risks and manage full-blown crises. Fortunately, you don’t have to wait … Continued
Sep 1, 2012
Blog
Building a Business is About Building Value
Why did you go into business for yourself? Was it to provide for your family? To do something you love? To control your own destiny? Those are probably all true to an extent; but more than anything, you should be in business to increase its value. Business owners typically have 50 to 70 percent of … Continued
Feb 15, 2012
Blog
Gifting a Business Interest?
Lately we’ve been surprised by how many people are thinking about filing a gift tax return without a business valuation. We’ve had a few conversations with people who are under the impression that they don’t need to attach a valuation of their business interest to the gift tax return. Before you file your return without … Continued
Apr 27, 2011
Blog
Considering Gifting Your Family Owned Business?
How many times have you received a 500 percent increase on a tax exemption? The federal gift tax exemption did just that – going from $1 million to $5 million for an individual and from $2 million to $10 million for couples – but only for 2011 and 2012. As a result, you have a … Continued
May 6, 2009
Blog
Succession Planning Is Especially Important for Family Owned Businesses
As the old saying goes, when you fail to plan, you plan to fail. Did you know that only three in 10 family-owned businesses have a written, formal succession plan in place? Another statistic tells an equally sobering detail: 12 percent of family-owned businesses do not survive past the second generation of ownership, largely due to … Continued