White Papers and Articles

We have developed the following white papers for your education:

• Why Should I Use an M&A Advisor to Sell My Business
• 8 Critical Functions of Investment Bankers
• Developing Exit Strategies and Raising Capital for the Closely-Held Business Owner
• 7 Steps to a Successful Exit
• 10 Reasons that Businesses Change Ownership
• Exit Planning Inside and Out
• The ESG Pre-Sale Process

We have developed the following articles for your education:

• A Tax-Smart Way to Transfer Ownership - Employee Stock Ownership Plans
• An Optimal Approach for Selling Your Business
• Considerations on Selling Your Business
• Considering Your Options
• Do You Manage Your Business Like an Investment?
• Forming a Limited Liability Company
• How to Structure Your Business
• Involving the Family Can Be Good Business
• Keeping Your Business Alive
• Key-Person Insurance - Small Business Life Line
• Know What Your Business Is Worth
• Minority Discounts - Taking Care of Business
• Protecting Your Business Wealth - Lifetime Strategies
• Retirement Plan Options for Small Business Owners
• Stock Redemptions