by Tommy Delello | May 7, 2025 | Tax Planning
Following President Trump’s recent tariff announcement, U.S. markets saw a sharp uptick in volatility—the VIX spiked nearly 12% in a single day. In comparison, the Dow dipped 0.27%, and global markets responded with sharp swings. That’s volatility in action—not...
by Tommy Delello | Apr 30, 2025 | Tax Planning
As Baby Boomers approach retirement or consider strategic exits, the conventional approach to Exit Planning is falling short. Business owners are no longer just looking for valuation reports or tax strategies. They’re seeking a trusted lead advisor who can connect the...
by Tommy Delello | Apr 14, 2025 | Tax Planning
Many business owners believe that selling their company will be straightforward—after all, they have built a valuable business, attracted buyer interest, and are ready to transition. However, without a well-structured exit plan, they risk significant financial losses...
