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Wealth Is Only Useful If It’s Aligned With How You Live
Wealth is an incredibly powerful tool, but its value isn’t determined solely by how well it’s managed. It’s determined by how well it fits.

Chagrin Valley
2 days ago3 min read


The Importance of Asset Protection for Business Owners
Asset protection for business owners

Chagrin Valley
Jan 83 min read


Maximizing Wealth: The Power of Deferred Compensation in a Growing Business
How C-Corporation owners can defer taxes using a non-qualified deferred compensation plan (NQDC).

Chagrin Valley
May 20, 20253 min read


The Reality of Investing in Private Equity
With the increased interest in private equity, it's important to understand how performance reporting differs from what you are used to.

Chagrin Valley
Nov 27, 20244 min read


Key Estate Planning Strategies for Business Owners
Key estate planning strategies for business owners to avoid taxes.

Chagrin Valley
Sep 12, 20243 min read


Incorporating as a C Corp: Is the Tax Savings from Qualified Small Business Stock (QSBS) Worth It?
Qualified Small Business Stock (QSBS) allows business owners to avoid capital gains taxes if certain criteria are met.

Chagrin Valley
Sep 11, 20243 min read


The Estate Tax Exemption Sunset: Navigating Through Change
The Estate Tax Exemption Sunset has implications today, tomorrow, and several years down the road.

Chagrin Valley
Mar 20, 20243 min read


Financing Growth: A Guide for Entrepreneurs
Financing growth requires you to consider many different loan options.

Chagrin Valley
Feb 26, 20242 min read


Save Money (Potentially Thousands) as a Business Owner
Savings business owners money

Chagrin Valley
Jan 17, 20242 min read


Different Types of Acquirers: A Guide for Business Owners
As a business owner, you should consider strategically tailoring aspects of your business to appeal to the right type of acquirer.

Chagrin Valley
Dec 5, 20232 min read


Tax-Free Income for Business Owners: The Augusta Rule
Business owners can utilize their property to receive tax-free rental income via the Augusta Rule.

Chagrin Valley
Oct 31, 20233 min read


Business Basics: Performance Metrics
Tracking these numbers are table stakes for a small or mid-sized business owner. As the owner, it's not necessarily your job to compile...

Chagrin Valley
Oct 17, 20231 min read


What Characteristics do Successful Businesses Have in Common?
Great businesses come in many shapes and sizes. It's impossible to look at any one metric and decide if a company is "good" or "bad," but...

Chagrin Valley
Sep 27, 20232 min read


The three gaps to consider before selling a business
There are three primary gaps a business owner needs to be aware of.

Chagrin Valley
Aug 15, 20233 min read


Your financial team is not just a business advisor
Who should have a seat at the table?

Chagrin Valley
Aug 8, 20233 min read


How do I calculate the value of my business?
Value= Income x Multiple

Chagrin Valley
Aug 1, 20234 min read
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