Selling a business is something that most business owners will only attempt once in their career.  With an estimated 70% – 90% of their total net worth tied up in their business, they can’t afford to make a costly mistake,…

Introduction As part four in our series on business succession, it is important for the business owner to have a good understanding of the estate and gift tax, commonly known as the “Death Tax”, but officially called the Unified Transfer…

Legacy Advisors is pleased to announce the latest expansion our professional service offerings. Mike Ertel, Managing Director/ Broker of Legacy M&A Advisors, LLC, is now affiliated as a registered rep with StillPoint Capital, LLC, an international investment banking firm serving…

Introduction Along with deciding to engage in business succession planning and finding a successor, it is necessary to value a business.  A valuation is necessary whether the business is to be transferred to an heir or third party or for…