Liquidity & Exit Planning

For many business owners, the sale of their company is a once-in-a-lifetime event that creates a sudden and significant infusion of wealth. While exciting, this new liquidity also presents both challenges and opportunities. To navigate the transition effectively, owners should address five critical questions. First, what is my after-tax liquidity? The headline number from a […]

Corporate Transparency Act – Attention LLC and Other Business Owners

A Small Business Forum with be held on March 27th at 6:00 pm at Ballast. Click here to RSVP or learn more!   In 2021, Congress passed the Corporate Transparency Act (CTA), which created a new beneficial ownership information reporting requirement for nearly all business owners, LLC real estate owners included. Financial Crimes Enforcement Network […]