Let me ask three questions. Are you: Depressed because you blew all of your opportunities to lower your taxes? Thinking about all the lost opportunities to retire at a younger age? Regretting all of the Christmas eating and New Year’s…

In their book, The $10 Trillion Opportunity, Richard Jackim and Peter Christman note that: “…Within the next 20 years, more than 90 million people in the US and Canada will be retiring.  These are the “baby boomers,” the generation born…

If you have $1 (one dollar) in your retirement account and you are age 25-64, congratulations you have more money in your retirement account than 45 percent of Americans in that age bracket. Many Americans are not saving for their…

It’s estimated that only about 80% of all Letters of Intent ultimately result in a closing, usually because the transaction didn’t survive the due diligence process.  At the same time, it’s safe to say that no aspect of the business…

Introduction The rule for large, publically held companies is clear. If you are going to list your stock on a stock exchange, your company must present financial statements that are created in compliance with Generally Accepted Accounting Principles (GAAP). These…

Sometimes in the process of buying or selling a business, buyers – and sellers – get caught up in negotiating the best possible deal for themselves and lose sight of their ultimate objective, which is presumably to buy – or…