by ABIP | Sep 25, 2018 | News
If a family-owned business is your main source of wealth, it’s critical to plan for the transition of ownership in your estate plan. One option if estate tax isn’t a concern is an estate defective trust. It’s designed so that your beneficiaries are the owners for...
by ABIP | Sep 21, 2018 | News
They say cash is king. Well, one way to ensure there’s always a king in the castle is to maintain a cash reserve. But what’s the optimal amount? There’s no simple answer. Your bank’s liquidity covenants are a good place to start. To take it...
by ABIP | Sep 12, 2018 | News
Are you thinking about expanding your business to a second location? If so, make sure your company is truly ready. First ask whether you can duplicate the success of your current location at another one. Also look into how an expansion might create conflicts between...
by ABIP | Sep 7, 2018 | News
Creating a good buy-sell agreement is a critical risk-management step for any successful business with multiple owners. Valuation issues will play a major role in getting it done right.
