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Tips for Selling a Business in Florida

Selling a business valued under $20 million is a significant decision. For owners of small to mid-market companies, preparing for a sale involves more than finding the right…

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The Top 5 Estate Planning Mistakes and How to Avoid Them

Estate planning is more than just preparing documents. It’s about protecting your family, preserving your assets, and making sure your wishes are carried out when it matters most.…

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Selling a Business in Florida: Legal Steps Every Owner Should Know

Selling a business is one of the most significant transactions an owner may ever undertake. Whether it involves a family-owned company or a growing enterprise, the process requires…

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How to Prepare for a Tax Audit: What Business Owners Need to Know

Tax audits can disrupt even the most organized business operations. Whether your company is a startup or an established enterprise, the possibility of an IRS audit should not…

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Wills vs. Trusts: Which Is Right for You?

When planning for the future, one of the most important decisions is how to pass your assets to your loved ones. For many families, that choice comes down…

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What to Expect During the Probate Process

After the loss of a loved one, families are often left with legal and financial responsibilities they never anticipated. One of the most essential steps is probate, the…

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Before You Sign That Letter of Intent, Be Sure to Read the Fine Print

The old adage, “the devil is in the details,” holds true especially when you are in the beginning stages of a deal. You have a Letter of Intent…

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EBITDA Owner Add-Backs – A Cautionary Tale

When meeting with sellers to discuss exit planning, some questions I often encounter are “What’s the big deal with add-backs?” or “My accountant says we can add back…

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Common Pitfalls To Avoid When Selling a Family-Owned Business

In my experience, the primary reasons why some business sales fall apart are rarely related to price; instead, they stem from inadequate preparation, which often results in distrust…

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Why Early Planning Matters When Selling Your Business

With this week’s market volatility, let’s take a moment to address business owners who may be considering exit planning in the current economic environment. Here are some important…