Category: Business Owners

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Family Trusts: Flexibility Now, Options Later

When you expect growth, a family trust can create future flexibility with minimal complexity. The idea is straightforward: separate fixed-value preferred shares from future growth

Thoughtful vs Cookie-Cutter Valuations

A “number” without judgment can cost you real money. Thoughtful valuations do four things well: (1) start from the business model, (2) normalize with evidence,