So, you're facing a divorce - something you never thought you'd have to deal with. It seems you're spending more time in meetings with lawyers than you are sleeping these days. It's all so complicated. Trying to equally divide out community property and accumulated...
How it works The ins and outs of ESOPs Common misconceptions explained Tips and tricks Risks vs. rewards How to avoid common mistakes As baby boomers toe the retirement line, company ownership and succession planning becomes a necessary topic on the discussion table....
No matter how much you love your work, there comes a time when you need to slow down a little and start considering retirement. Your business has functioned for many years with you at the helm, and it's hard to imagine a time when you are not in full control. And...
So, you've been giving a lot of thought to your business succession plan, and you've put many hours and sometimes sleepless nights into the research process. There are a lot of options to consider, and you're starting to formulate a strategy that feels right to you....
The Problem In 1975, our client acquired one of the largest distribution companies in their industry. He had been the sole owner of this Houston-based company for 42 years, built a strong management team, and structured the organization as a C-Corporation. The...
Business succession planning is a hot topic amongst enterprise owners today. You spent a lifetime building a company and took great care to make it the success that it is. You want to take the same amount of care in planning its transition from you at the helm to your...