Three Key Steps to Business Succession

Many business owners are so wrapped up in their business that they don’t even think about a succession plan until a year or two before they want to retire. Yet, preparing for the transition of your business could save you heartache and protect your family from unnecessary financial risk. Learn more here. Read More

Seeing the bigger picture

A qualified and dedicated attorney will be able to see important issues that may not be apparent when only focused on the transaction. It is important that you have legal counsel that can see the big picture of what your plans, goals and aspirations are, so they can guide you along that path while avoiding pitfalls that befall the unwary. Read More

What you are “NOT” doing can expose you

When you set up your company, you probably set up your Corporate Book and checked it off the to do list. You were happy be done with it and eager to be able to move on to the things that make money.  However, many business owners or investors leave the maintenance of this key item on the back-burner and what you are not doing on an annual basis can leave you exposed to potentially tremendous amounts of risk and liability.  Read More

Time for your 3-Bucket Method? YES!

As the saying goes, “**it happens”, but there is a way to have mastery of all of the moving parts in not only your business but your life. You just need to get a hold of the right “buckets” to contain and protect your most special assets in your life. Read More