succession Archives

White Paper: Paths in Business Exit Plans

By Sammi Dittloff, Marketing Director|2020-07-27T10:59:54-05:00June 18th, 2019|

It may seem like there are an infinite number of paths available in business […]

By Sammi Dittloff, Marketing Director|2019-06-26T10:14:39-05:00May 15th, 2019|

Leaving behind a strong management team should be an essential step in any business […]

By Chortek|2021-12-14T12:50:13-06:00April 11th, 2019|

Here are 5 reasons why business valuation is far from an unnecessary expense. […]

By Chortek|2021-08-17T10:14:31-05:00September 5th, 2018|

Valuation in Buy-sell Agreement Every business with more than one owner needs a buy-sell […]

By Chortek|2021-08-17T10:22:36-05:00August 6th, 2018|

Succession Planning One of the biggest concerns for family business owners is Succession Planning — […]

By Chortek|2021-08-17T10:29:07-05:00November 30th, 2017|

When you draft an estate plan, the centerpiece is your will or living trust. […]

By Chortek|2021-08-17T09:34:21-05:00November 28th, 2017|

Pop quiz! What are the two legal documents that govern your company’s qualified retirement […]

By Chortek|2021-08-17T10:11:50-05:00November 2nd, 2017|

When it comes time to transition your role as business owner to someone else, […]