The #1 Key to Successful Business Partnerships

It’s an age-old dilemma for many business owners: how can you properly compensate top talent on your team without breaking the bank?

Whether you’re buying or selling a business, predictability is a virtue in the process that benefits both sides.

Building a dream team for your business clients takes time, finesse and communication. Whether you’re an orchestrator for legal, financial, or general business issues, building a strong internal team that can help the new owner(s) of a business succeed after an acquisition is key to more efficient and successful acquisitions.

The SECURE Act made significant changes to the post-death required minimum distribution rules for individuals who die after January 1, 2020—changes which every individual who has an individual retirement plan (“IRA”) or defined contribution plan (such as a 401(k) or 403(b)) should understand when reviewing their estate plans. 

One of the most common legal questions that medical professionals (doctors, dentists, PAs, NPs, etc.) are interested in understanding is whether the non-compete clause they sign in an employment agreement is enforceable.

As a small business owner, budgets are very tight, and the idea of having an attorney regularly engaged to handle the day-to-day legal issues that might come up can seem impossible.

Good question. Many of our clients who run a basic Google search on estate planning prior to coming in for an initial meeting read about the benefits of Revocable Living Trusts and ask this question almost before I can finish introducing myself! Do you need a revocable living trust? 

We all carry on personal “business” in our everyday lives (e.g. paying bills, doing banking, etc.), which is what makes a financial power of attorney (also referred to as a “Power of Attorney” or a “POA”) an important document for everyone to have.