Thousands of small- to medium-sized businesses sell privately every year, so why use a professional M&A Advisor? There are several reasons, but in my experience most of my clients say they chose me to help them get the best possible…

Introduction With the start of a new tax year and the economy now in recovery mode, this is the best time to update the strategy for your business.  Too often business people wait until late in the year to do…

Almost without exception, all business sellers would prefer to get 100% of their selling price in cash at closing – and for some very good reasons.  Most sellers have heard horror stories about other sellers who sold their business for…

Introduction There has been a lot of talk about Social Security and its future.  Unfortunately, a lot of the attention it has received lately has been negative.  Social Security was designed to be a cross generational system of support based…

This is the conclusion of an article which began last month.  To see the entire article, visit our website, www.legacyadvisorsgroup.com A colleague of mine relayed the following words of wisdom which he acquired from a client that had to sell…