Business Life Events

July 9, 2024

Discover how small- and medium-sized businesses can become recession-proof as consumer spending slows. We’ve got all the information you need here.

May 21, 2024

In the face of slowing economic times and rising labor costs, small and medium-sized businesses (SMBs) must find innovative ways to maintain profitability across all industries.

April 22, 2024

This SMB guide walks you through the stages of launch, growth, shake-out, maturity, and decline, offering tips that can influence your strategic decisions and operational adjustments at any stage.

March 20, 2024

Discover essential tips and strategies to safeguard your business against economic downturns and emerge stronger than ever. Learn more.

November 14, 2023

Explore our comprehensive guide on converting personal vehicles to business use. Learn about the tax benefits, legal implications, and steps involved in this process. Maximize your tax savings with professional advice.

October 12, 2023

A well-crafted advisor agreement serves as the foundation of any successful collaboration. It's not just a legal document – it's a roadmap for success.

September 19, 2023

At its core, a term sheet is the initial handshake of a potential investment. Learn more.

July 13, 2023

Replacing an employee who has left your business can cost between 50% to 60% of that person's salary. So don't lose them because of sloppy onboarding.

June 1, 2023

To qualify for an SBA (7) loan, an organization must meet all the following requirements. Learn more.

May 18, 2023

Maximizing business growth: Breaking things down.

April 17, 2023

In reality, the opposite is necessary. Businesses need to be in a position to pivot, not just in terms of how they do things, but possibly with regard to what they're doing at all.

March 10, 2023

The Work Opportunity Tax Credit is available at the federal level to businesses that go out of their way to hire people from a targeted group.

February 15, 2023

By far, the most important step you can take to protect your business from a lawsuit involves putting absolutely everything in writing: chief among them agreements.

January 18, 2023

Converting from an S Corp to a C Corp is possible, but it's a process that requires you to keep a few key things in mind along the way.

December 21, 2022

Something as important as cashflow is never an element of your operations that you want to leave to chance. Learn more.

November 11, 2022

Just as was true with starting a business, closing a small business brings with it some essential tax implications that you need to be aware of in the coming year.

October 19, 2022

An increasing number of successful entrepreneurs are recognizing that hiring a virtual CFO — also known as a fractional CFO — makes a great deal of sense.

September 12, 2022

Coming up with an idea for a new business, however, is one thing. Actually becoming a successful business owner is something else entirely. Learn more.

August 15, 2022

Establishing an effective employee bonus pool: breaking things down.

July 15, 2022

First, it's important to acknowledge that getting to $10 million in revenue for your business isn't actually

June 8, 2022

By far, the most important step that you can take to help protect and manage your business during an economic downturn involves paying more attention to your cash flow than ever. Learn more.

May 9, 2022

What is the difference between each? Learn more.

April 12, 2022

There are a variety of investment property tax-planning strategies that will provide you with significant benefits. These include:

March 16, 2022

It's so important to estimate start-up costs before you launch your new business - it can help you avoid as many of these issues as possible. Learn more.

February 16, 2022

By far, the most important step that you can take in terms of selling your business actually occurs before the sale even happens: planning ahead. Learn more.

January 16, 2022

What few who are ready to move on realize is that selling requires almost the same amount of effort and planning. Details below.

December 21, 2021

Small and medium-sized businesses that want to grow beyond what they’re able to accomplish with their own resources often seek funding from investors. Learn more.

November 12, 2021

Not everybody realizes that when companies pay out dividends on their excess cash, it leads to profits being taxed twice. Learn more.

October 12, 2021

By keeping a few critical things in mind, you can increase the chances that your startup will stand the test of time exponentially. Learn more.

September 14, 2021

Family businesses often fail the same as others do, and if you genuinely want to make sure that yours gets off on the right foot, there are a few key things to keep in mind.

August 23, 2021

Is your company a “startup” or a “small business”? Here’s how you can tell the difference between these two terms and know when your business has outgrown being a “startup”.

July 22, 2021

Business owners may not think through what will happen if they pass away, but this type of planning is essential. Here are the basics.

June 10, 2021

If you’re a small business owner, have you thought through your exit strategy? It’s important to do so, whether you choose a liquidation, sale of the business, IPO, or some other option.

May 22, 2021

Small business owners and entrepreneurs need to know about their options with mergers and acquisitions (M&A) and also consolidation.

April 21, 2021

The Section 1202 gain exclusion on the sale of Qualified Small Business (QSB) stock can offer many benefits for those who can take advantage of it, but the requirements and eligibility criteria are complex.

March 21, 2021

Creating an employee stock option plan is an important step in your business’ growth. Here are the important items to consider in regard to your board, common pitfalls, strike price, and more.