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
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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
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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
Kingsview Wealth Kingsview Wealth

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
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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
Kingsview Wealth Kingsview Wealth

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
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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
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Estate Planning for Business Owners: Avoiding the 2026 Tax Cliff

Recent legislation — the One Big Beautiful Bill Act (OBBBA) — abolished the 2026 “tax cliff” by making the ...
Apr 1, 2025, 4:19:00 PM
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