Four Factors to Analyze Initial Equity

"How should we divide up our equity stake?" "What is the right amount of equity I should be receiving?" "My partner wants 50 percent of our company, is that too much?" These are among the more common questions I get when advising companies and young professionals in new ventures. Certainly, the answers depend on many [...]

By | 2015-01-06T11:02:17+00:00 January 6th, 2015|Blog, Business Planning|Comments Off on Four Factors to Analyze Initial Equity

Four Top Estate Planning Techniques

This blog contains a brief summary of four important estate planning techniques for you and your family to consider.  Make Sure Basic Estate Planning Is Done. Do something. Meet with an attorney – most attorneys will give you a free informational consultation, or attend a seminar. Anyone with children should have, at a minimum, a [...]

By | 2014-12-30T10:28:31+00:00 December 30th, 2014|Blog, Estate Planning|Comments Off on Four Top Estate Planning Techniques

Four Steps to Becoming a Thought Leader

Becoming a thought leader may be an important part of your company’s growth strategy. If you expose yourself and your brand to more people, then you are more likely to retain the "top of mind awareness" that may not be measurable, but that is so important to your bottom line. Here are some strategies to [...]

By | 2014-12-23T13:33:02+00:00 December 23rd, 2014|Blog, Business Planning|Comments Off on Four Steps to Becoming a Thought Leader

Four Important Estate Planning FAQ’s

I get lots of questions from family, friends and potential clients about estate planning, so I thought that I would summarize the four that I get asked most frequently in this blog. What happens if I do not create an estate plan? If you do not have an estate plan, your estate will go thru [...]

By | 2014-12-18T10:10:30+00:00 December 18th, 2014|Blog, Estate Planning|Comments Off on Four Important Estate Planning FAQ’s