Family Limited Partnerships: Sunset is Coming
Send us Fan Mail With the Tax Cut and Jobs Act sunset provisions in 2026 quickly approaching, Family Limited Partnerships have become a very popular vehicle for families that have appreciable assets. ...
26 Jan 202426min
When it comes to Multiples, 2 plus 2 doesn’t always equal 4
Send us Fan Mail Valuation multiples provide a simple yet effective way to assess the worth of a business by comparing it to similar companies in the market. However, using valuation multiples is not ...
31 Des 202321min
Buying the Big Ticket!!!
Send us Fan Mail As a sports fan, most if not all, have a dream of being a sports franchise owner. In this episode, being a minority owner in a sports franchise, may not be as difficult as it may appe...
17 Jul 202331min
The Most Important Tool in a Company Tool Box: Business Valuation
Send us Fan Mail Whether we are backtracking to 2019 or discussing it now in 2023, the most important tool in a company tool box to deal with partnership discussions, how to reward and retain talent, ...
30 Mai 202329min
The best kept secret, ESOPs (Employee Stock Ownership Plans)
Send us Fan Mail When it comes to exiting a business, most are familiar with the big three: Sell to a third party, transfer to a family member or work until you close the business down. Yet, there is ...
27 Apr 202338min
The Legacy you desire to leave behind
Send us Fan Mail We spend our lives working hard, building relationships, but do we put that same amount of energy into how we want to leave our legacy? This episode is a must listen to podcast with o...
22 Mar 202337min
M&A 2023: Has it stalled, or is it getting ready for the next round?
Send us Fan Mail 2021, the M&A Market ran at a torrid pace. 2022 was a tale of two stories. The first half deal flow continued from the overflow of 2021. The second half dealt with headwinds, which s...
3 Feb 202342min
Creating a path for your financial life
Send us Fan Mail How do we continue to grow our wealth after you transition from one phase of your life to the other. When it comes to creating this path, learning how to invest is key. In this episod...
19 Des 202236min
