Successful business succession planning comes with lots of planning. Intentionally Defective Grantor Trusts, according to Tom Krause, CPA, can keep things simple and save you money.



There are a number of businesses that will be transferring ownership over the next ten years.  Why? Baby boomers. There is a large population of baby boomer business owners who will be upon retirement age and desiring to sell or transfer their ownership.

These business owners a

Mike Bigrigg, CPA/ABV lets you in on the important aspects of preparing for a business sale:



Selling a company can be a daunting task for a small business owner. With countless legal experts, consultants, bankers, and accountants from which to choose, a small business owner may be asking, “What services do I need and who should I hire?”

One very important and often overlooked step in the process of selling a small business is obtaining a valuation from a business Read More >>

Mike Bigrigg, CPA/ABV suggests a buy/sell agreement to keep your investment from failing:



When an entrepreneur begins a business venture, there are hundreds of tasks to undertake. Even after the business is up and running, the entrepreneur is often engulfed in the immediate needs of the Company:

  • “How can I increase sales?”
  • “At which demographic should I direct my marketing efforts?”
  • “What is the best way to market and advertise?”
  • “How can I make my product bet

Molly Stinn, CPA helps you make sure you’re ready for the sale of your business- be it now or sometime down the road:



Mergers and acquisitions, succession planning, equity infusion. Each of these transactions potentially requires an outsider to take an up-close-and-personal look at your business. Your company may be on a fast, upward trajectory. Perhaps you chose your target market well and the economy has been with you. You’ve paid your dues and are no Read More >>