Throwing the baby out with the bath water is a pithy expression that suggests exercising caution when business partners in private companies are seeking to achieve a business divorce. The majority owner and the departing...more
This is the first installment of many on the topic of business owner exit planning. What is business owner exit planning? Business owner exit planning in its most basic form recognizes business owners will not operate a...more
Private foundations can be attractive investment partners, but deals need to be structured with the exit in mind to avoid some tricky tax issues. Family office investment vehicles typically have a diverse pool of...more