Disappearing Discounts

RUN, DON’T WALK. Go see your estate planner NOW! On August 2nd, the Treasury issued proposed regulations that will drastically change estate planning.  If you have, or anticipate having, a taxable estate, you should visit your estate planner as quickly…

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ESOPs for Healthcare & Insurance

Daily, the sale or merger of a company involved in a service industry grabs the headlines.  Whether a service provider to the healthcare, insurance or other industry, it feels like all companies and industries are in “play”.  The announcements of…

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Someone Wants to Buy My Company

“The biggest human temptation is…to settle for too little.” – Thomas Merton Many business owners decide to sell their company after receiving an unsolicited offer from a prospective buyer. Growing revenues and improving profitability have required their full attention, and…

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