Thinking About Moving to Another State? Don’t Forget About Taxes.

This week we were meeting with a client who recently changed his residency and left New England to settle down in the Sunshine State. Like our client, a change of residency may be a common discussion in your household, especially as you approach retirement. Don’t forget to factor state and local taxes into the equation- […]

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The Associate Buy-in: 25%, 24%, 51% Method

Having an associate buy into a company is often one of the most rewarding moments of the selling owner’s career. The Associate buy-in can take many forms, but one method we have advised and highly recommend is a staggered purchase of the following: Initial buy-in of 25% ownership 2nd buy-in at a later, predetermined date […]

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What’s Your Exit Strategy?

No matter where you are with your company – at the start-up phase, still growing, or at full maturity – it’s always important to keep the end in mind. Often, business owners wait too long to begin planning their exit strategies. We recommend using these 5 questions to get the conversation rolling to make a successful departure […]

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