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The Adventurer's Journey

Focused on the art of business and performance. A competitive and curious risk taker by nature – you’re willing to take chances that pay off.

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startgrowtransition

The Adventurer's Journey

Advice for Starting Your Business

Choosing the Right Structure for Your Business

There are five common business entity types, each with their own advantages and disadvantages.

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Five Tips for Starting Your Business Off on the Right Foot

Careful planning and a little foresight can help you create a solid foundation for your business.

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How Do Businesses Raise Capital?

A successful funding round can make or break a company.

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    ADVICE FROM OUR EXPERTS
    The Tax Benefits of Investing in Small Businesses

    Justin Miller and John Welsh

    The Qualified Small Business Stock exclusion is an extremely valuable incentive for entrepreneurs and investors. If certain requirements are met, this tax benefit can provide significant savings.

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    Addressing Concentration Risk In Your Business

    As a business grows, the risks of concentration become more pronounced.

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    Enhance Your Marketing With Customer Personas

    How using customer personas can help you stay focused.

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    Estate Tax Strategies for Business Owners

    Business owners with large estates must devise a plan that anticipates every eventuality.

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    Using Credit to Build and Maintain Your Wealth

    There are times when an effective use of credit is the best way to seize an opportunity.

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    Get the Most From Your Board of Directors

    Ensuring your board is well-designed, well-informed and properly engaged can help your business reap significant benefits.

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    How Do Businesses Raise Capital?​

    A successful funding round can make or break a company.

    READ MORE

    Want to Dig Deeper?

    Our entire content collection is available for those who prefer searching to browsing.

    Visit Business Owner Library
      FEATURED ARTICLE
      Six Key Business Value Drivers

      Eric Czepyha

      Identifying key value drivers in your business will help you allocate time, resources and capital to the areas of your business that will contribute the most to delivering long-term shareholder value.

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      Is It the Right Time to Sell Your Business?

      Answer these five questions before you begin the sale process.

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      Selling Your Business: Preparing for the Impact on Your Constituents

      Addressing the potential impact can increase the likelihood of a successful transition.

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      Want to Dig Deeper?

      Our entire content collection is available for those who prefer searching to browsing.

      Visit Business Owner Library
        FEATURED ARTICLE
        The Most Important Questions Business Owners Should Ask Before They Sell

        By asking themselves these questions, business owners can vet their expectations against reality, identify potential pitfalls and recognize any gaps that need to be addressed before a potential sale.

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        Owning a business is complex. We can help.
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        Our Services

        Our multi-discipline team will provide you with holistic, objective advice at each stage of the business lifecycle, including:

        • Business succession planning
        • Wealth transfer and tax mitigation strategies
        • Pre-transaction planning
        • Family governance planning and next generation education
        • Post-transaction investment strategy and lifestyle planning

        Want to learn more?

        Contact us today for more information about how we can help, and we will connect you with one of our professionals.

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