Please contact us for your complimentary electronic copy of any of the below white papers.

Inevitabilities - HIGHLY RECOMMENDED
At some point, every owner leaves his or her business - voluntarily or otherwise. This issue discusses the proven process designed to achieve an owner's objectives.

Business Valuation
An experienced business appraiser to value their company as they transfer it to successor may help them avoid an unpleasant encounter with the IRS. Highlights common misconceptions about value.

Value Drivers
It is the job of every business owner to create value in his or her business prior to any transfer or sale. Exactly how do owners do that? Document discusses Value Drivers that buyers seek.

Exit Routes
When owners think about exiting their companies, the number of exit routes might seem unending. In fact, there are only eight. This White Paper discusses the advantages and disadvantages of each one.

S vs. C Corporation
The best form of business entity for tax purposes during a business's start up and operational years may not be the best when it comes time to sell the business.

Business Continuity
Discusses four primary problems sole-owned and co-owned companies face when an owner dies or becomes disabled. It proposes solutions to each one of the four problems.

Transferring the Business to Key Employees
Owners wishing to sell their businesses to key employees face one unpleasant fact: their employees have no money. Nor can they borrow enough to cash out the owner(s).

Transferring Wealth to Children - A Primer for Business Owners
How to pass wealth to children in a way that minimizes tax bills. Why fixing their own financial objective precedes any transfer; and, how to determine the amount to be transferred.

Using Short Term Key Employee Incentives To Increase The Price
Keeping key employees is critical if the business is to be sold at the highest possible price. Describes the elements of a Stay Bonus Plan and converting a long-term plan into a short term plan.

Employee Incentive Planning White Paper
This White Paper discusses the paths which allow a business owner to leave a company in qualified hands. Explores several plan options so an owner can determine which path is best.

ESOP Opportunities White Paper
An owner can use an ESOP to achieve three ownership objectives: 1) to cash out at fair market value; 2) to pay no taxes on the sale; and 3) to transfer the company to key employees.