by Tommy Delello | Jul 8, 2025 | Tax Planning
The line between buyers and sellers is shifting, and it’s happening fast. On one side, nearly 60% of wealthy investors are considering starting their own business. Meanwhile, more than 40% of current business owners are preparing to exit. That overlap creates not just...
by Tommy Delello | Jul 2, 2025 | Tax Planning
Most business owners understand they won’t be at the helm of their company forever. Eventually, someone else will need to take over. But having that awareness isn’t the same as having a plan. About 88% of business owners had no written plan for transitioning out of...
by Tommy Delello | Jun 20, 2025 | Risk Management
Business transitions are complex, with many risks affecting an organization’s value and continuity. Understanding and mitigating these risks is critical for owners preparing for an exit from operational disruptions to financial vulnerabilities. Employee...
by Tommy Delello | Jun 20, 2025 | Risk Management
Embrace Risk or Fall Behind” Risk isn’t an occasional inconvenience—it’s the air business owners breathe. From the moment an entrepreneur quits a steady paycheck to start a venture, risk is ever present through every product launch, market shift, and scaling...
by Tommy Delello | May 22, 2025 | Tax Planning
Buyers and sellers face different but complementary risks when a business changes hands. Before the sale, the primary risk to the seller is not realizing the full value of their business. After the sale, the seller risks the buyer failing to fulfill post-sale...
