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Ask Tim: Sell the Business, Then Make the Cash Behave
July 4th is probably one of my favorite Federal holidays. But if I’m being honest, August 2nd deserves a ...
Jul 1, 2026, 12:29:14 PM
The 2026 Tax Cliff Looks Different Now. Why Entity Structure Still Matters More Than Ever.
For a long stretch, business owners heard the same warning: 2026 would bring a tax cliff. Higher rates. ...
Mar 16, 2026, 8:00:00 AM
Exit Strategy Options: Family Transfer vs. Third-Party Sale
For many business owners, the company is their largest financial asset. How they exit determines not only ...
Nov 19, 2025, 9:00:00 AM
Preparing Your Business for Sale: 5 Steps to Maximize Value
Selling a business is one of the most consequential financial events an owner will experience. Yet many ...
Oct 2, 2025, 9:00:00 AM
Succession Planning: Securing Your Business Legacy
For many owners, the business is their life’s work. It funds their retirement, supports their family, employs ...
Sep 30, 2025, 9:15:00 AM
Protecting Your Legacy Through Estate Planning
Estate planning determines who will manage your affairs, who will receive your assets, and how your wishes ...
Sep 24, 2025, 4:32:42 PM
Do You Actually Need a Financial Advisor?
Choosing whether to hire an advisor is a high-leverage decision that all starts with asking the right ...
Aug 27, 2025, 2:00:00 PM