by Tommy Delello | Jun 20, 2025 | Tax Planning
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...
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...
by Jess | Jan 28, 2025 | Tax Planning
Insights from Industry Leaders In a recent IEPA Expert Interview Series discussion, Ed Barone, member of the IEPA Executive Leadership Council and CEO of Evergreen Exit, sat down with Michael Niemann, founder and CEO of the Niemann Group, to explore sophisticated tax...
