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Estate, Succession, & Exit Planning

Our best thought leadership, relevant news, and tools to help you grow your business.

BGW CPA
7 Root Causes of Delegation Issues
BGW CPA
Weighing the Costs: Converting from C Corporation to S Corporation Status
BGW CPA
Declaring Independence

The Declaration of Independence is rightly called the founding document of the American political tradition; it articulates the fundamental ideas...

BGW CPA
3 Common Exit Planning Mistakes and How to Avoid Them

When it comes to selling a business and exit planning, all of the mistakes are made in advance—in the many years the business operated without a...

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Top 100 Questions Business Owners Ask Us

All Estate, Succession, & Exit Planning

7 Root Causes of Delegation Issues
7 Root Causes of Delegation Issues

If DIY is your CEO mantra, you’re doing it wrong.

Weighing the Costs: Converting from C Corporation to S Corporation Status
Weighing the Costs: Converting from C Corporation to S Corporation Status

Converting from C corporation status to S corporation is a common change in business due the...

Declaring Independence
Declaring Independence

The Declaration of Independence is rightly called the founding document of the American political...

3 Common Exit Planning Mistakes and How to Avoid Them
3 Common Exit Planning Mistakes and How to Avoid Them

When it comes to selling a business and exit planning, all of the mistakes are made in advance—in...

Increase Business Value in 3 Steps
Increase Business Value in 3 Steps

If you are like most business owners, your net worth is likely 85% related to your business's value...

How Much Is My Business Worth? Part II
How Much Is My Business Worth? Part II

In an earlier post, I discussed the different reasons a business owner might do a business...

Four Reasons to Perform a Business Valuation
Four Reasons to Perform a Business Valuation

Our firm gets asked to perform business valuations from time to time. One of the first critical...

Estate Tax Deferral – Closely Held Businesses
Estate Tax Deferral – Closely Held Businesses

In today's post I will discuss a special estate tax deferral election that is available to those...

What’s My Company Value – Part Two
What’s My Company Value – Part Two

In my previous post on assessing your company's value, I discussed the fact that many business...

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