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Hinckley Allen

The Essential Guide to Document Preservation for Estate and Business Planning

Hinckley Allen on

Over the course of a lifetime, each of us will accumulate a small mountain of documents, paperwork that is often carelessly tossed in a drawer and then, perhaps, eventually discarded. Though much of this paperwork is...more

Troutman Pepper Locke

Succession Planning: Expert Strategies and Tips From Succession — Hiring to Firing Podcast

Troutman Pepper Locke on

In this episode of Hiring to Firing, hosts Tracey Diamond and Emily Schifter delve into the critical topic of succession planning, drawing parallels with the popular TV show Succession. Joined by Jan Levine, an experienced...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Make yourself relevant

The greatest business failures are business giants that fail to adapt to a changing environment. If Blockbuster only saw the future was digital, perhaps it could have saved itself, even with its stubborn decision not to buy...more

Wilson Sonsini Goodrich & Rosati

“You Don’t Have to Go Home, but You Can’t Stay Here”: Founder Exits (Part 1)

Venture-stage investors make their investment in the people of a business as much as they do the idea and the operations. The drive, the know-how, the effort, and the vision of the founders are typically what attract first...more

Warner Norcross + Judd

Is Your Business Planning Ready for an Unexpected Incapacity or Death? Stress Testing Your Estate Planning – Step 2

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Most people take steps to maintain good health, including scheduling annual checkups with their doctors to confirm there are no immediate or long-term health concerns. This checkup could include a stress test, which lets you...more

IR Global

Strategic Business Structuring and Succession Planning: Balancing Goals and Challenges

IR Global on

Effective business structuring and succession planning are vital for long-term success and smooth transitions. However, many business owners and their advisors fail to consider the broader implications and goals beyond...more

DarrowEverett LLP

Foreign Entity Qualification Requirements: New York, Florida, and Massachusetts

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For many founders, business formation in Delaware is preferrable regardless of where the business plans to operate. There are many reasons for that, including preferable corporate taxes, business friendly laws and...more

IR Global

Diversification Empowers Succession Strategies

IR Global on

For most business owners, their business is their baby. They have invested their time, money, and efforts into building something tangible they can be proud of. They know their business inside out and can count on a steady...more

IR Global

Tuning Your Ear to Discover Client’s True Motivations

IR Global on

Jeff Faulkner, co-founder of The International Succession Planning Association (ISPA), recently shared his insights on the natural progression of entrepreneurs and how business advisors can help them grow their businesses....more

Rivkin Radler LLP

Considerations for Running a Home-Based Business

Rivkin Radler LLP on

For many, the allure of a home-based business is rooted in the freedom it offers, allowing business owners to create their own schedules and travel more freely. Navigating the journey of starting and running a successful...more

Hutchison PLLC

The Best of Founder Shares: Highlights Wisdom of Season's Guests

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At the end of every Founder Shares episode, host Trevor Schmidt poses the question, “If there's one piece of advice that you would share with somebody who's thinking about starting a company or who's currently running their...more

Potomac Law Group, PLLC

SBA 8(a) Business Development Program - How It Can Benefit Your Company and How to Get Certified

If you are a small business owner, you may be interested in applying for the 8(a) Business Development (BD) program, a nine-year federal program that helps eligible businesses owned and controlled by socially and economically...more

Thomas Fox - Compliance Evangelist

Succession Planning in the Multi-Generational Workforce: Insights from Lisa Levy

I recently had the pleasure of sitting down with Lisa Levy, a business strategy and organizational development thought leader. Our conversation delved into the complexities and importance of succession planning, particularly...more

IR Global

Understanding Client Motivations: Key to Making a Significant Impact

IR Global on

Jeff Faulkner, co-founder of the International Succession Planning Association, speaks about the challenges that arise when transferring ownership of a business to the next generation. In the video, he points out the...more

Pillsbury - Propel

Estate Planning for Founders – Part I: The Core Estate Plan

Pillsbury - Propel on

This is the first of a four-part series focusing on estate planning for founders. In this series we will cover why, as a founder, you need an estate plan. The right planning can save your family significant sums of money in...more

Blank Rome LLP

Estate Planning for the Business Owner Series, Part 4: Document the Transfer

Blank Rome LLP on

Once a business owner has an understanding of the value of the business and the tax and cash flow impacts of the transfer, the next step is to document the transfer. This may be done by the client’s separate business legal...more

Mandelbaum Barrett PC

Legacy Planning for Family Businesses: Transitioning with Ease

Mandelbaum Barrett PC on

In the heart of every family-owned enterprise lies a story of hard work, dedication, and a vision for the future. These businesses not only represent a significant portion of the economy but also embody the legacy of...more

Blank Rome LLP

Estate Planning for the Business Owner Series, Part 2: Valuing the Business

Blank Rome LLP on

The value of an asset at the time of a transfer is the key component to the United States’ transfer tax system. Gratuitous transfers during lifetime are considered gifts, while transfers as a result of the death of the owner...more

Bradley Arant Boult Cummings LLP

The Critical Question for Business Owners: Defining Success – Why Are You on This Road?  

...For business owners intently focused on growing their private companies, it may seem like a waste of time for them to answer how they define success. They may even view it as an unhelpful distraction. But, from my own...more

Mitchell, Williams, Selig, Gates & Woodyard,...

Five Things to Know Before Starting a Business

Starting a new business can be a very stressful endeavor, often involving significant financial risk, a possible career change, and sleepless nights ensuring your business plan is ironclad. Adding to this stress, many new...more

Hutchison PLLC

Staying on Track and Giving Back with Bill Spruill

Hutchison PLLC on

Ever wondered what it takes to navigate the dynamic landscape of technology ecosystems? How about fostering a workplace revolution or leaving an indelible mark on the entrepreneurial scene? Well, today's guest, Bill Spruil,...more

Dickinson Wright

Tax Issues in Issuance or Repurchase of Equity in Physician and Other Practice Groups

Dickinson Wright on

Adverse tax issues can arise for physicians and other professional practice groups interested in issuing equity to attract and retain junior physicians. If equity is issued at below fair market value, the new equity owner...more

Allen Barron, Inc.

Business Succession Planning Podcast with Janathan Allen

Allen Barron, Inc. on

Allen Barron's podcast on Business Succession Planning focuses on one of the most important part of protecting an owner, member, partner, shareholder or investor in any company, and yet less than one in four businesses have a...more

DarrowEverett LLP

Do It Better Than ‘Succession’: How to Optimize Transition for Your Waystar Royco

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Over the past three seasons, fans of the hit HBO series Succession have had an entrée into the fabulous lifestyles enjoyed by members of the Roy family and a front-row seat from which to observe the myriad succession...more

Orrick, Herrington & Sutcliffe LLP

Founder Series: Top Tips to Follow When Flipping to a Delaware Corporation

Orrick's Founder Series offers monthly top tips for UK startups on key considerations at each stage of their lifecycle, from incorporating a company through to possible exit strategies. The Series is written by members of our...more

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