College Savings: Choosing the Optimal Strategy

Jason Miller

Corporate Executives typically receive a significant portion of their compensation in the form of equity. This equity compensation can take many forms, each with its own features, risks, benefits, requirements, and tax implications. It is critical for executives and their advisors to understand the structure of their particular equity compensation so they can make the best planning decisions and seek to minimize tax impacts.

Understanding EBITDA

Nicholas Smith

While mentioned frequently, EBITDA is still not fully understood by many business owners, and rightfully so. There are questions as to why EBITDA is what institutional investors often use to peg a valuation to a company, what differentiates it from net income, and sometimes what it even means. Shedding some light on questions surrounding EBITDA can help business owners have a better understanding about how their companies may be valued when it comes time to sell.

Mastering the Art of Family Meetings: A Practical Guide to Hosting

Kris Yamano

A well-structured and thoughtfully organized family meeting can foster stronger family bonds, promote the family’s shared values, and facilitate strategic decision-making. Here are some of the essential elements and best practices to help ensure your family meeting is effective and worthy of the time investment.

The Power of Family Meetings: Building a Strong Foundation for Multi-Generational Wealth Transfer

Kris Yamano

Successful families can create lasting legacies that span several generations by executing strategic wealth planning techniques and employing a long-term approach to educating and skill building. Family meetings provide more than an opportunity to get everyone together – they should be issue-focused and used to accomplish one or more objectives as discussed by Crewe Advisors Partner, Kris Yamano.

Equity Compensation: Considerations for Corporate Executives

Jason Miller

Should You Consider Using an Investment Bank to Sell Your Company?

Jesse Mitchell

If you are considering selling your company, a primary objective will be getting the highest possible value. If you haven’t sold a company before, or aren’t familiar with the process, you might not understand exactly what investment bankers do or how they add value. Here we highlight the primary responsibilities of an investment banker and how they could potentially help maximize the sales price of your company.

Business Sale Transaction Structure: Minimizing Tax Liability through an F-Reorganization

Kris Yamano

As a business owner considering the sale of your company, it is critical to explore various strategies that could optimize one of the biggest transactions of your life. One such strategy to evaluate is the F-Reorganization, a tax-efficient method of merging corporations. Read on as we learn more about the basics of an F-Reorganization and discuss some of the pros and cons of this strategy.

Maximizing Your Philanthropic Impact

Don Evans

Each type of charitable giving vehicle has its own advantages and limitations. Each donor has different circumstances, goals, and objectives. Knowing the landscape of charitable giving will better help you to find the best fit for your next planned charitable gift.

Five Ways to Increase the Selling Price of Your Business

Michael Bennett

By focusing on these five categories, you can make your business stand out and also may decrease the perception of risk, which could lead to greater interest from the market and potentially a higher sales price.

Qualified Small Business Stock (QSBS)

Megan Slatter

with proper planning, using QSBS could save someone millions of dollars in taxes. This article highlights some common pitfalls a company should be aware of, but it is not an exhaustive list and should not be relied on for legal or tax advice. Consulting with a professional is vital to get the best guidance on this valuable but complex tax benefit.