Why Every Business Owner Needs Regular Valuations (Not Just for Exit Planning)
Jane Tereba | August 21, 2025 Most business owners think of valuation as something you do when you’re ready to sell. It’s the final step, the endgame strategy that helps determine what your company is worth when you’re walking out the door. But this...
New Tax Bill Brings Major Changes and Planning Opportunities for Business Owners
Martin Mathias | July 24, 2025 The recently passed tax legislation, the “One Big Beautiful Bill,” delivers significant benefits for business owners. From expanded deductions to enhanced depreciation allowances, these changes create new...
Planning a Family Business Transition? Start with Financial Clarity and Transparency
Jane Tereba | June 19, 2025 Family businesses are often the culmination of years of hard work, legacy, and dedication. However, transitioning leadership or ownership in a family business can introduce challenges, both operational and relational.Two of the most...
