In May 2024, Lauren Beckett, CFP, CVB, CEPA, FPQP, and I attended another Exit Planning Summit, hosted by the Exit Plan...
Value Builder Video Series with Allen Harris
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Learning Library
Unlocking the Sale: Strategies for Skilled Professionals to Successfully Exit Their Businesses
After years of hard work, business owners often look forward to a well-deserved retirement. The typical business owner h...
Business owners: 5 ways to avoid the Massachusetts Millionaire’s Tax
If you’re a business owner living in Massachusetts, you may one day sell your company for more than $1 million. Becaus...
Selling your business: Avoid capital gains tax with the Qualified Small Business Stock exclusion
Capital gains taxes can eat up a hefty portion of the profit from the sale of your small business. Luckily, one underapp...
Make your business transferable
Transferabilty lends to sellability. Of course, no one is going to want to buy your business if it isn’t making money....
Hub and spoke
Warren Buffett, head of Berkshire Hathaway and famed investor, isn’t like most of us. In one way he’s not like us is...
Financial performance
A lot of this is obvious. Not necessarily easy, but obvious. You want to maximize top line growth while watching bot...
Freezing and strategic planning
Business owners talk to each other. Especially business owners who are going through the same challenges – like sell...
