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Estate Planning Tips for Small Business Owners
When you own a small business, your business itself is probably one of your most significant assets. Therefore, it’s critical you take...
Mar 30, 20233 min read


Understanding Succession Planning and Why It’s Important For Your Business To Plan Ahead
To help you avoid some of the mistakes some business leaders have made over the years, we’ve put together a few thoughts on the topic.
Feb 16, 20233 min read

3 Types of People Who May Want to See Your Business Plan
Your business plan isn’t something you’ll spend a lot of time crafting then just have it sit in the drawer or a folder on your desktop....
Oct 30, 20202 min read

What is Key Person Planning for a Business?
Key person planning is one of those aspects of running a small business that you don’t hear much about but is very important. Here are...
Sep 30, 20202 min read

Do You Need a Lawyer for a Buy Sell Agreement?
One question we are asked often is if a lawyer is needed to create a buy sell agreement. We highly suggest having an attorney review...
Jul 28, 20203 min read

3 Times an Attorney Should Review Your Business Documents
As a small business owner, you’re busy! You’re most likely wearing several hats yourself. Because you’re so busy, sometimes it can be...
Jul 1, 20202 min read

Five 2019 Tax Credits to Make Sure You Explore
Wondering what 2019 tax credits to consider as you prepare your taxes? While there are a lot of them out there, here are a few of the...
Mar 31, 20202 min read


Common Business Plan Mistakes and How to Fix Them
There are a few common business plan mistakes that seem to come up again and again. We’ve seen these happen many times in our work with...
Nov 15, 20193 min read


When is a Good Time to Plan Out Your Business?
Did you know that you have already started planning for your business just by thinking about how to write your business plan? When is a...
Jul 30, 20192 min read


Here is an Introduction to Business Plans
A business plan is a written description of the future of your business. That is all there is to it. It is document that describes what...
May 15, 20192 min read
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