by Tommy Delello | Jul 23, 2025 | Tax Planning
The “One Big Beautiful Bill Act” (OBBBA) presents a strategic window for buyers and sellers to act before the market fully prices in the changes. For sellers, the bill presents an opportunity to enhance valuation through improved cash flow, permanent tax relief, and...
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 | 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...
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...