top of page


Deferring Taxes and Building Wealth with a Non-Qualified Deferred Compensation Plan— How One Family Business Used a Smart Strategy to Keep More of What They Earn
How C-Corporation owners can defer taxes using a non-qualified deferred compensation plan (NQDC).
May 203 min read


The Reality of Investing in Private Equity
With the increased interest in private equity, it's important to understand how performance reporting differs from what you are used to.
Nov 27, 20244 min read


Key Estate Planning Strategies for Business Owners
Key estate planning strategies for business owners to avoid taxes.
Sep 12, 20243 min read


Incorporating as a C Corp: Is the Tax Savings from Qualified Small Business Stock (QSBS) Worth It?
Qualified Small Business Stock (QSBS) allows business owners to avoid capital gains taxes if certain criteria are met.
Sep 11, 20243 min read


The Estate Tax Exemption Sunset: Navigating Through Change
The Estate Tax Exemption Sunset has implications today, tomorrow, and several years down the road.
Mar 20, 20243 min read


Financing Growth: A Guide for Entrepreneurs
Financing growth requires you to consider many different loan options.
Feb 26, 20242 min read


Save Money (Potentially Thousands) as a Business Owner
Savings business owners money
Jan 17, 20242 min read


Different Types of Acquirers: A Guide for Business Owners
As a business owner, you should consider strategically tailoring aspects of your business to appeal to the right type of acquirer.
Dec 5, 20231 min read


Tax-Free Income for Business Owners: The Augusta Rule
Business owners can utilize their property to receive tax-free rental income via the Augusta Rule.
Oct 31, 20233 min read


Business Basics: Performance Metrics
Tracking these numbers are table stakes for a small or mid-sized business owner. As the owner, it's not necessarily your job to compile...
Oct 17, 20231 min read


What Characteristics do Successful Businesses Have in Common?
Great businesses come in many shapes and sizes. It's impossible to look at any one metric and decide if a company is "good" or "bad," but...
Sep 27, 20232 min read


The three gaps to consider before selling a business
There are three primary gaps a business owner needs to be aware of.
Aug 15, 20233 min read


Your financial team is not just a business advisor
Who should have a seat at the table?
Aug 8, 20233 min read


bottom of page