Every single business will go through a transition – a sale, a transition to the next generation, or a liquidation. It’s never to soon to prepare for any of those possibilities….
business planning
Estate Planning that Means Business
With a key part of business planning being succession planning,an ESOP can provide a very viable solution for many business owners.
Government Here to Help Business Owners Help Themselves – Really!
We want to help our business clients understand the Employee retention credits available as part of the CARES Act.
SECURE 2.0 Helps Those Who Help Themselves – and their Employees
SECURE 2.0 legislation offers many opportunities for employers to offer retirement planning benefits to employees and also benefit their own bottom line….
Second-to-Die Insurance Solves Several Estate Planning Problems
Second-to-die insurance solves a number of estate planning problems for couples, preserving assets and assisting in business transfers.n
Selling a Business Has to Work on All Fronts
Selling a business involves many considerations, including doing the right thing for employees, partners, and family members.
Savvy Business Owners Think About the Unthinkable
Business owners need to anticipate future contingencies and insure against risks in order to protect both family members and co workers.
A basic business plan looks like this
Launching your own company in Indiana can be an exciting and rewarding endeavor. It can also be stressful and, perhaps, a bit frightening, at times. Especially if you’re going “all in,” meaning that your new business will be your sole means of income, you’ve got a lot...
Will Business Partners Be Ready to Sell at the Same Time?
Even for small businesses, there are aspects of law that must be considered during the framing of the business. What if one partner wants to sell out, but the other does not?
Pine Box Estate Planning – It’s Not Just About You
Even business owners who are in good health and who intend to run their businesses up until they die – need contingency planning in consideration of their family members, employees, and customers.

