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Tax forms under magnifying glass revealing an audit

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…

Paper with the words trust vs will. living trust might be more than you need for your situation

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…

A team meeting of business people and a lawyer in formal suits is taking place at a desk

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…

close-up of the LOI contract document and pen

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…

EBITDA - Earnings Before Interest Taxes Depreciation Amortization Business

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…

An atmosphere of cooperation and concentration, when everyone is busy with their own business

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…

Focused doubtful mature businessman reading contract document thinking considering risks with professional lawyers legal experts executive team analyzing financial report sitting at office table

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…

Start-up Business, a team of young entrepreneurs working together to increase profits into the company to increase business potential

Before You Launch: 5 Legal Questions Every Startup Co-Founder Should Answer

Thinking of starting a business in 2025 with a co-founder? Before you do, read this… One of the biggest mistakes early-stage founders make is skipping the hard conversations…