Private & Commercial Banking
8 Business Exit Strategies: Pros & Cons 1. Intergenerational Transfer (Family) 2. MBO 3. Sale to Partners 4. ESOP 5. Sale to a Third Party 6. Recapitalization (Recap) 7. IPO 8. Orderly Liquidation ________________________________________________ Your business…
Are you thinking about assembling your business exit advisory team? If you are, you’re ahead of about 70% of all other business owners (see alarming stats below). You’ve definitely spent a significant amount of time, capital…
Business Exit Planning & The Wealth Gap 1. What’s Required to Find Your Wealth Gap 2. Why You Shouldn’t Include Your Business’ Value 3. Why a Business Valuation is Still Necessary 4. What to Consider in…
6 Steps Toward Successful Business Exit Planning: 1. Know Your Team 2. Value Your Business 3. Know Your Gaps 4. Build a Financial Plan 5. Create a Disciplined Risk Management Process 6. Know Your Options…
When it comes to their portfolios, investors hate to take losses. But sometimes a loss could be just what the CPA ordered. As we wrap up a volatile year in the stock market, many people are…
The end of the year is quickly approaching, and as people turn their attention to holiday celebrations with friends and family, taxes are naturally the last thing on their minds. However, implementing one or more of…
Although it has been well over a decade ago, the bursting of the US housing bubble from 2007-2009 still looms large in the minds of many homeowners, and for good reason. From the end of 2006…
The end of the year is quickly approaching and as people turn their attention to holiday celebrations with friends and family, taxes are naturally the last thing on their minds. However, implementing one or more of…
Unemployment Fraud is on the rise across the country and it’s been said that we should expect to see an increase in these types of crimes in the months ahead. This is a form of identity…
While the relief checks are starting to be sent out, the safety and security of our clients, their families, and their commercial interest is our main priority. Please remember that while you are working from the…