Navigating Wealth Management for Middle Market Business Owners

Value Acceleration: The Exit Planning Imperative

The Dual Financial Identity Challenge

Understanding Donor Advised Funds: Smart Giving Strategies for Business Owners

Preparing for the Sale of Your Closely Held Business

The Benefits of Captive Insurance Companies

M&A in the Transportation Industry

Defining the “Value Relativity” in the transactional world

Changing Trends Affecting M&A in the Veterinary Industry

M&A Trends for the Medical Practices

Exploring Some of the Non-financial Consideration of an M&A Transaction

Tapping Private Equity for Growth

Concentration Risk for Business Owners

Retirement Plans for Owners and Their Employees

Using Captive Insurance Companies to Protect and Grow Wealth

A Unique Look at Foundations and Endowments

Why Hire an Investment Banker

Inside Employee Stock Ownership Plans

Dealing with a preemptive offer

Preparing for a Strategic Exit