by Ashley | Jun 15, 2022 | Business
Small businesses can be structured in many ways, from sole proprietorships to partnerships to corporations. A company’s name often ends with LLC, which stands for limited liability company. Forming and operating an LLC is easy. Whether you do contract work, have...
by Amy Delaney | Apr 13, 2022 | Business
In business valuation, a defined set of procedures is used to estimate how much an owner’s interest in a business is worth. There are a number of valuation techniques that can be utilized to determine a fair valuation. Here are just a few reasons why your small...
by Amy Delaney | Mar 17, 2022 | Business
A business cannot plan for every eventuality. An effective succession plan that outlines ownership, operational logistics, and financial structure can guide your business through retirement, disability, or death. The business succession plan serves as a guide,...
by Amy Delaney | Feb 17, 2022 | Business, Financials
Now that the holidays are behind us, and we are beginning a new year, this is a good time to create a financial plan or review your plan if you already have one. A financial plan is a written document that spells out your financial goals and serves as your starting...
by Michael Delaney | Jan 24, 2022 | Business, Estate Planning
All of us need to plan for how our assets and financial decisions will be handled if we cannot make those decisions and once we have passed. Many of us need to decide whom to pass our business on to once we retire or have passed. It is easy to view estate planning and...
by Lori Pulvermacher | Dec 27, 2021 | Business, Estate Planning
Small business owners are generally familiar with the advantages of a Limited Liability Company (LLC). Still, your LLC can also be an essential tool to avoid gift and estate taxes when passing assets to your heirs. An LLC acts somewhat like a partnership and a...
