Use a Crisis to Better Your Business

Ongoing uncertainty can be paralyzing. But it doesn’t have to be. You now have experience navigating a pandemic and the data to back it up.

Using a Deferred Sales Trust in a Business Transaction

A deferred sales trust can help defer capital gains taxes. It must be set up prior to a sale. And timing isn’t as strict as a 1031 Exchange.

Jan 13, 2021 | Case Studies

This is the story of Lee Richter and her veterinarian husband acquiring Montclair Vet, and growing from 3,000 to 25,000 customers.

A new category of business people are asking us about are “essential” businesses, who had possibly their best year in 2020.