What would happen to your business if you were suddenly unable to run it? Many small business owners assume operations will continue smoothly, but without proper planning, incapacity can quickly disrupt payroll, vendor payments, and daily management. This article explores how tools like powers of attorney, co-management structures, and proactive continuity planning can protect your business—and reduce stress on your loved ones—when the unexpected happens.
Planning for the sale or transition of a business takes more time—and more strategy—than most owners expect. In this educational webinar, Beau Ruff, J.D., LL.M., CFP® walks through the full lifecycle of a business sale, from preparing books and records to valuation, negotiation, due diligence, closing, and post‑closing considerations. This session highlights common pitfalls, key decision points, and the value of early coordination with professional advisors to help business owners protect value and avoid costly surprises.
As businesses grow and mature, compensation strategies often become complex, especially when new owners join or founders plan to step back. What begins as a simple system can quickly become misaligned, creating tension and inefficiencies.
Conflict between business partners is common, especially in long-standing ventures. While many partners try to anticipate and resolve potential issues early on, …
Business owners contemplating selling anything more than a lemonade stand should anticipate a complex and time-consuming process to both maximize the sale …
A new tax bill—officially called the “One Big Beautiful Bill Act” (OBBBA)—was recently signed into law, and we wanted to share a …
Selling anything more than a hot dog stand is a significant business undertaking that typically requires months of preparation and execution. While …
Have you ever been given an opportunity to loan someone money at an attractive interest rate? Driven by the prospect of higher …
Managing and preserving hard-earned wealth is a priority for many individuals. However, the specter of potential creditors looms ominously, ready to lay …
