Newsroom


A Not to Be Missed One-Day Workshop to Educate, Engage & Trigger Owner Action

Wednesday, September 28, 2016

Business Owners:  You are cordially invited to attend the Walking to Destiny Workshop in Los Angeles on October 14th.   Read More


Exit Planning Awareness Event

Wednesday, September 28, 2016

You are cordially invited to participate in an Exit Planning Awareness Event. Within the next 20 years, in excess of 90 million people in the United States and Canada will be retiring (the baby boomer generation born between 1946 and 1964). It is estimated that one of every two privately held businesses will transition during this period, representing in excess of $10 trillion in wealth, the largest wealth transfer in the history of mankind.
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Tax-Affecting S-Corporations: The Fight is Not Lost!

Friday, July 01, 2016

The valuation community has gone head to head time and time again with the Internal Revenue Service when it comes to tax-affecting S-Corporations, and history reflects that the Tax Courts have sided with the IRS’s position time and time again.
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3 out of 4 Business Owners Profoundly Regretted Selling their Business 12 Months after the Sale! Here's Why...

Wednesday, June 08, 2016

How would you answer the following three questions?
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Do You Have An Exit Strategy In Place? Stage One: Value Creation

Saturday, April 30, 2016

As an entrepreneur, you’ve spent time building your business and it might be in the startup phase, growth phase or might be a mature and established business. In any stage of business you should have a plan in place to exit out of the business.
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It's Time for the National Center for Employee Ownership (NCEO) 2016 Annual Conference

Wednesday, April 06, 2016

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Now is the time to Consider Selling Your Business

Sunday, March 06, 2016

Despite concerns about the continuing strength of the economy, middle market companies have shown remarkable pricing resilience -- however, nothing good lasts forever.  Although valuations appear to be holding steady, the number of middle market sale transactions declined to a 20 year low for the month of January 2016.  This result indicates that buyers are becoming cautious about completing transactions.  If this uncertainty persists, history shows us that valuations will go down.   As a result, if you or your clients have been thinking about selling, now is the time.  Read More