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Navigating Family Dynamics | Planning for Transition + Succession

ESTATE PLANNING: WHAT HAPPENS TO MY MONEY AND FAMILY?

“Estate planning is not just about a legal document and a plan to minimize taxes at death. It should be an expression of your values and priorities, particularly in light of family complexities today.”

Optimizing Your Business | Selling Your Business

FINDING GROWTH OPPORTUNITIES FOR YOUR BUSINESS

Are you ready to expand, diversify, target new markets, and ultimately enhance profitability ...

Optimizing Your Business | Selling Your Business

GOVERNMENT AUDIT: ARE YOU READY?

We know what you are thinking: It was coming eventually, but the timing could not be worse.

Managing Your Wealth | Navigating Family Dynamics

HOW CAN I ENSURE MY PHILANTHROPY WILL HAVE MAXIMUM IMPACT?

When it comes to philanthropy and charitable giving, families of significant wealth have ...

Keeping Your Enterprise Cybersecure | Optimizing Your Business

HOW CAN YOU BEST PROTECT YOUR BUSINESS AGAINST CYBERATTACKS AND HACKERS?

There’s a fair amount of frightening news reports these days about cyberattacks on businesses of all sizes, and they seem to be on the rise. They aren’t totally preventable, but it’s important to be sure your systems are up to date and your data is well protected so that in the event of an attack, you can minimize the fallout.

Navigating Family Dynamics | Planning for Transition + Succession

HOW DO I ENGAGE MY NEXT GENERATION IN THE BUSINESS?

Leaving a business to the next generation without adequately preparing the Next Gen to take on the responsibilities of said business ...

Managing Your Wealth | Navigating Family Dynamics

HOW TO RESOLVE A FAMILY CONFLICT PEACEFULLY

A difference of opinion, words spoken without thought, complicated projects… the sources of discord are as varied as the people who make up a family.

Optimizing Your Business | Selling Your Business

IS RESTRUCTURING THE ANSWER? FIXING A BUSINESS IN DISTRESS.

You have come to a point where ‘business as usual’ is no longer an option. It is unclear what your next move should be or just how you’re going to make it through the next payment cycle, let alone see the next quarter.

Optimizing Your Business | Selling Your Business

IS YOUR BUSINESS READY TO GO PUBLIC?

Ready to take your business public? Congratulations! This is a big step that can accelerate your business growth and give you access to more capital, allowing you to tap into a larger market.