News & Insights

Your Fiduciary Duty as a Trustee or Personal Representative: A Guide to Estate Responsibilities

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By: Jen Danko   Being trusted and appointed to the role of a trustee or personal representative of an estate is a lot to comprehend. It comes with significant responsibilities and […]

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Look Carefully at Three Critical Factors of Succession Planning

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The day-to-day demands of running a business can make it difficult to think about the future. And by “future,” we’re not necessarily talking about how your tax liability will look […]

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What is a Business Valuation?

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What is a business valuation? It sounds like a straightforward question, right? A business valuation comprises several different – and critical – pieces that come together to assess a business’s […]

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Things to Consider if You’re Thinking of Selling Your Business

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If you’re thinking about selling your business, start planning early and have well-defined goals in mind. That’s the most important advice I can give you. Why? Because it takes more […]

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Calculating and Maximizing Business Value Webinar

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Webinar overviews critical factors impacting business value and how you can take action to impact value positively. Learn techniques to maximize the value of your business and gain knowledge about […]

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