Choosing an Investment Banker or Business Broker: Topics to Review Before You Sell
Before you sign an engagement letter, here is what separates a strong business sale intermediary from a weak one, and how to tell early.
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Ideas for sharper advisor conversations.
Read practical guides for business sales, real estate exits, equity liquidity, windfalls, and other moments where the right advisor questions matter.
tax planning
1031 exchange
business sale
financial advisor
advisor-coordination
equity compensation
liquidity event
exit planning
capital gains
estate planning
Lawsuit Settlement Proceeds: Tax Topics to Review Before You Reinvest
A settlement check raises tax questions most people do not expect. Here is what determines the tax treatment and what to review before you reinvest.
Stepped-Up Basis on Inherited Assets: What to Review Before You Sell
A stepped-up basis changes the capital gains math on inherited assets entirely. Here is what to review before deciding whether or when to sell.
Incentive Stock Options and the AMT: Topics to Review Before You Exercise
ISOs carry a tax wrinkle that catches people off guard. Here is what the AMT interaction involves and what to review before exercising.
Title and Insurance Due Diligence in a 1031 Exchange: What to Review Before Closing
Title defects, insurance gaps, and environmental issues surface fastest under a 1031 exchange deadline. A pre-closing checklist for replacement property.
Depreciation Recapture in a 1031 Exchange: What to Review With Your Tax Advisor
How depreciation recapture interacts with a 1031 exchange, why personal property components complicate it, and what to review before closing.
Buy-Sell Agreements and Key Person Insurance: Topics to Review Before You List Your Business
A buy-sell agreement written years ago can quietly control what your business sale looks like today. Here are the topics worth revisiting with your advisors first.
Inheriting a Trust Distribution: What to Review First
What to review before accepting or spending a trust distribution, from trustee accountings to basis documentation and timing.
Successor Liability in an Asset Sale: Topics to Review With Your Advisors Before Closing
An asset sale is often assumed to leave old liabilities behind. Several doctrines can pull them forward anyway. Topics to review with advisors first.