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Business Ownership Business Plans

DarrowEverett LLP

Foreign Entity Qualification Requirements: New York, Florida, and Massachusetts

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For many founders, business formation in Delaware is preferrable regardless of where the business plans to operate. There are many reasons for that, including preferable corporate taxes, business friendly laws and...more

IR Global

Diversification Empowers Succession Strategies

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For most business owners, their business is their baby. They have invested their time, money, and efforts into building something tangible they can be proud of. They know their business inside out and can count on a steady...more

IR Global

Tuning Your Ear to Discover Client’s True Motivations

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Jeff Faulkner, co-founder of The International Succession Planning Association (ISPA), recently shared his insights on the natural progression of entrepreneurs and how business advisors can help them grow their businesses....more

Rivkin Radler LLP

Considerations for Running a Home-Based Business

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For many, the allure of a home-based business is rooted in the freedom it offers, allowing business owners to create their own schedules and travel more freely. Navigating the journey of starting and running a successful...more

Hutchison PLLC

The Best of Founder Shares: Highlights Wisdom of Season's Guests

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At the end of every Founder Shares episode, host Trevor Schmidt poses the question, “If there's one piece of advice that you would share with somebody who's thinking about starting a company or who's currently running their...more

Potomac Law Group, PLLC

SBA 8(a) Business Development Program - How It Can Benefit Your Company and How to Get Certified

If you are a small business owner, you may be interested in applying for the 8(a) Business Development (BD) program, a nine-year federal program that helps eligible businesses owned and controlled by socially and economically...more

Thomas Fox - Compliance Evangelist

Succession Planning in the Multi-Generational Workforce: Insights from Lisa Levy

I recently had the pleasure of sitting down with Lisa Levy, a business strategy and organizational development thought leader. Our conversation delved into the complexities and importance of succession planning, particularly...more

IR Global

Understanding Client Motivations: Key to Making a Significant Impact

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Jeff Faulkner, co-founder of the International Succession Planning Association, speaks about the challenges that arise when transferring ownership of a business to the next generation. In the video, he points out the...more

Pillsbury - Propel

Estate Planning for Founders – Part I: The Core Estate Plan

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This is the first of a four-part series focusing on estate planning for founders. In this series we will cover why, as a founder, you need an estate plan. The right planning can save your family significant sums of money in...more

Blank Rome LLP

Estate Planning for the Business Owner Series, Part 4: Document the Transfer

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Once a business owner has an understanding of the value of the business and the tax and cash flow impacts of the transfer, the next step is to document the transfer. This may be done by the client’s separate business legal...more

Mandelbaum Barrett PC

Legacy Planning for Family Businesses: Transitioning with Ease

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In the heart of every family-owned enterprise lies a story of hard work, dedication, and a vision for the future. These businesses not only represent a significant portion of the economy but also embody the legacy of...more

Blank Rome LLP

Estate Planning for the Business Owner Series, Part 2: Valuing the Business

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The value of an asset at the time of a transfer is the key component to the United States’ transfer tax system. Gratuitous transfers during lifetime are considered gifts, while transfers as a result of the death of the owner...more

Bradley Arant Boult Cummings LLP

The Critical Question for Business Owners: Defining Success – Why Are You on This Road?  

...For business owners intently focused on growing their private companies, it may seem like a waste of time for them to answer how they define success. They may even view it as an unhelpful distraction. But, from my own...more

Mitchell, Williams, Selig, Gates & Woodyard,...

Five Things to Know Before Starting a Business

Starting a new business can be a very stressful endeavor, often involving significant financial risk, a possible career change, and sleepless nights ensuring your business plan is ironclad. Adding to this stress, many new...more

Hutchison PLLC

Staying on Track and Giving Back with Bill Spruill

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Ever wondered what it takes to navigate the dynamic landscape of technology ecosystems? How about fostering a workplace revolution or leaving an indelible mark on the entrepreneurial scene? Well, today's guest, Bill Spruil,...more

Dickinson Wright

Tax Issues in Issuance or Repurchase of Equity in Physician and Other Practice Groups

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Adverse tax issues can arise for physicians and other professional practice groups interested in issuing equity to attract and retain junior physicians. If equity is issued at below fair market value, the new equity owner...more

Allen Barron, Inc.

Business Succession Planning Podcast with Janathan Allen

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Allen Barron's podcast on Business Succession Planning focuses on one of the most important part of protecting an owner, member, partner, shareholder or investor in any company, and yet less than one in four businesses have a...more

DarrowEverett LLP

Do It Better Than ‘Succession’: How to Optimize Transition for Your Waystar Royco

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Over the past three seasons, fans of the hit HBO series Succession have had an entrée into the fabulous lifestyles enjoyed by members of the Roy family and a front-row seat from which to observe the myriad succession...more

Orrick, Herrington & Sutcliffe LLP

Founder Series: Top Tips to Follow When Flipping to a Delaware Corporation

Orrick's Founder Series offers monthly top tips for UK startups on key considerations at each stage of their lifecycle, from incorporating a company through to possible exit strategies. The Series is written by members of our...more

Stradling Yocca Carlson & Rauth

California Business Divorce: "Top 3" Biggest Mistakes Owners Make When Starting a New Business

Many clients come to us seeking a business divorce without any written agreement setting forth clear, viable rules for dissolution… and they are genuinely surprised to learn about the statistics associated with their plight....more

McDermott Will & Emery

[Webinar] Startup-Woche Düsseldorf | Legal FAQs: Die wichtigsten Fragen & Antworten - September 17th, 10:00 am - 11:30 am CET

Welche rechtlichen Stolpersteine solltest du beim Gründen und Wachsen beachten? Bei unserem Online-Seminar „Legal FAQs: Die wichtigsten Fragen & Antworten“ stehen dir unsere Experten Rede und Antwort. Auch 2020 ist McDermott...more

McDermott Will & Emery

[Webinar] Startup Week Düsseldorf | Legal FAQs: The most important questions & answers - September 17th, 10:00 am - 11:30 am CET

What legal stumbling blocks should you be aware of when founding and growing? Our experts are available to answer your questions at our online seminar “Legal FAQs: The most important questions and answers”. In 2020,...more

Ward and Smith, P.A.

Howdy Partner: A Trail Guide for Promoting an Employee to Co-Owner

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It is a particularly thorny question – one faced by owners of businesses both large and small: Is it time to promote this employee to co-owner? Panelists at our 2019 Closely Held Business Summit recently noted the...more

Harris Beach PLLC

Planning to Sell Your Brewery? 5 Strategies to Make Your Business More Attractive, Even During a Pandemic

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The strong pace of craft brewery acquisitions seen in recent years will likely reverse course in 2020 due to the economic challenges and uncertainty caused by the ongoing coronavirus pandemic. But despite the impact of...more

Ballard Spahr LLP

White Paper: OK, Boomer: With COVID-19, It’s Time to Dust Off That Resiliency Again

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This article is directed to Baby Boomer business owners (BBBOs) who are feeling overwhelmed by the prospect of having to reset their transition plans. Many of us who are active in the business transition planning space have...more

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