Month: February 2015

Management is the lifeblood of many privately-held businesses.  And, owners who are planning for the future want to retain and reward these key managers. These owners will often turn to planning programs and structures that favor these key individuals.  In this 2nd part of a two (2) part newsletter, we want to discuss and address … Continued

Business owners who are thinking about an eventual transition out of their companies will often consider whether or not their internal management team will, one day, be able to take over the business.  What most owners eventually conclude, regarding their key people, is that it is helpful to assure that these people are locked into … Continued