by Mark Fetzer | Aug 19, 2025 | Asset Protection, Business planning, Corporations, Small Business, Tax Planning
Ready to get your books in order or clean up your business before a sale? Book a free 15-minute call with one of our client advisors and start preparing with confidence. Preparing Your Business for Sale Four Key Steps Most Entrepreneurs Overlook Selling your business...
by Scarlett Sangha | Jul 29, 2025 | Asset Protection, Business planning, Corporations, Tax Planning
I can’t tell you how many franchise owners I’ve worked with who were blindly following their franchisor’s advice—only to find out later they’d overpaid the IRS by thousands of dollars. If you’re a franchisee, and you’re sick of working hard just to break even, keep...
by Alison Nef | Jul 15, 2025 | Asset Protection, Business planning, Estate Planning, Law, Small Business
In the world of business planning and asset protection, many business owners rightly focus on operating agreements, tax strategies, and growth- but overlook one of the most powerful tools for long term stability: a revocable living trust. Without it, even a...
