Business Sale & Transition Planning Webinar

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.

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Identifying Compensation Challenges During Ownership Transition

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.

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Tips for Selling Your Business Without Losing Your Shirt—or Your Sanity

Business owners contemplating selling anything more than a lemonade stand should anticipate a complex and time-consuming process to both maximize the sale price while mitigating potential risk. The process is…

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Remember Lending Basics Before Being Lured by the Promise of Guaranteed Interest

Have you ever been given an opportunity to loan someone money at an attractive interest rate?  Driven by the prospect of higher “guaranteed” returns, prospective lenders sometimes look to opportunities…

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