White Papers

C vs S Corporation

“I expect to exit my business down the road, but is there anything I need to do now?”

Employee Incentive Planning

Before they can sell or exit their businesses with financial security, most owners need to grow their companies cash flow and transferable value significantly.

ESOP White Paper

This White Paper contains an overview of the Exit Planning Process. We have White Papers describing, in detail, many of its elements.

Exit Routes

When business owners start to think about exiting their companies, the number of possible exit routes can seem limitless,

Inevitabilities

This White Paper contains an overview of the Exit Planning Process. We have White Papers describing, in detail, many of its elements.

Value Drivers

Did you ever wonder why one business has buyers lined up willing to pay top dollar while another sits on the market for months, or even years?

Business Valuation

Few business owners relish spending money on something they don’t need.

Business Continuity

Successful owners are usually optimistic people, somewhat averse to dwelling on the more unpleasant aspects of business.

Transferring Wealth to Children

In their desire to pass wealth to children, business owners are no different than non-business-owning parents.

Transferring Your Company To Key Employees

Owners wishing to sell their businesses to management (key employees) face one unpleasant fact: their employees have no money.

Headwinds White Paper

It doesn’t matter how well you start if you fail to finish.

Short Term Key Employee Incentive Planning

One of a business owner’s greatest challenges is to attract, motivate, and keep key employees.