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COVID-19 Stimulus Checks Creates the Greatest Redistribution of Wealth in US History

The US Federal Government’s response to COVID-19 has created the greatest redistribution of wealth in US history. The financial programs the US Government has implemented in response to the economic fallout caused by the COVID-19 global health crisis will ultimately move significant wealth from those in the upper tier of economic status to those in the

Succession in a Family Business

Most owners of family businesses dream of their grandchildren and great-grandchildren taking over the enterprise someday.  But the reality is, only 43 percent of them have a succession plan to ensure the company’s longevity and only 12 percent make it to the third generation. “If there is one area in which most family businesses could

Business Valuation is the Crux of Succession Planning

A financial valuation is critical to succession planning, whether it’s accomplished by selling the business, establishing partner ownership percentages or seeking financing.  The exit strategy will hinge on valuation that, among other things, will consider earnings, assets and how the business compares to its competition. In a broad sense, a financial valuation takes markets and