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Why Reconciled Financials Matter In Exit Planning — Long Before Selling

When business owners think about selling or transitioning their company, they often focus on timing, buyers and price. What’s easy to...

Estate Planning After the One Big Beautiful Bill: What You Need to Know

The One Big Beautiful Bill (OBBB) Act, enacted on July 4, 2025, brought significant and welcome changes to federal estate and gift tax...

What Your Business Is Really Worth — and Why It Matters Long Before You Sell

Many business owners assume they’ll figure out what their business is worth when they’re ready to sell or retire. In reality, waiting until...