The Ultimate Guide to Engaging Owners in the Planning Conversation
Join us for an informative presentation by Fletcher Brown on practical and effective ways to engage business owners in the all-important planning conversation.
Loading view.
Protecting a Business’s Most Valuable Asset: Tax Effective Strategies to Attract & Retain Key Employees
Join us on October 4 at 12:00pm ET for a webinar with distinguished guest, Stuart Sorkin (Business & Legal Advisors) for tips on retaining & attracting key employees
Tax Saving Strategies for Advisors/CPAs to Implement at Year-End
Knowing the appropriate tax saving strategies to implement at year-end can help both clients and advisors/CPAs maximize tax efficiency.
ESOPs – When Flexibility & Upside Matter Most
Employee stock ownership plans (ESOPs) offer meaningful, customizable alternatives to third-party and private equity transactions.
Business Exit Planning: Bridging the Gap Between Buyer and Seller
In business exit planning, structuring a sale can be challenging—especially when the seller and buyer can't negotiate a deal that each side accepts as fair.