Most business owners don’t realize the importance of compliance until they take their business to the market and are bombarded with questions from prospective buyers. In part three of our M&A series, Derek Myron joins Paul Johnson, partner at Procopio, to discuss the key legal aspects of every M&A deal. Join them as they address …
The sale of a business is probably the most important transaction for every business owner and their family. It’s a life-changing event. In part two of this M&A series, Derek Myron talks to Eliot Peters, managing director at RA Capital Advisors, to explore the growing opportunities in the M&A space. Considering that interest rates are …
Now that we’re through the elections, and the Senate runoff, it’s time to look at the expected tax and estate law changes coming down the line under the new administration. In this episode, Derek Myron and Kyle Malmstrom discuss some of the major tax changes expected to be announced in the coming years. They dive …
Business owners in California: Do you plan to sell your business in the near future? If so, we have a way for you that can help you minimize taxes – the ING trust. But hurry up, because this option might not be available next year to California residents! In this episode, Kyle Malmstrom is joined …
Optima Office provides their clients with fractional CFOs, accounting services and HR services to help drive profits and reduce risks with their tailored business solutions. In this episode, Jonathan Freeman speaks with Jennifer Barns, CEO and Founder of Optima Office to discuss her inspiring story of how she started her business, the growth she’s experienced …
Whether it’s for employee retention, tax planning, or a combination of the two, creating a retirement plan for yourself and your employees is a cornerstone of planning as a business owner. In this episode, Kyle Malmstrom speaks with Tom Burns, president at Premier Plan Consultants, to discuss the business retirement planning process. Tom explains the …
When it comes to marketing, businesses need to constantly evolve to keep up with new trends and techniques that will help attract prospects to their product or service. With the global shutdowns and necessary transformation to doing business in a virtual environment, some business owners have been able to adapt and in some cases thrive. …
Tax planning is as important as ever, and based on the recent elections it may have an impact on your personal and business income tax situation. In this episode, Kyle Malmstrom and guest Ken Van Damme, tax partner at Ernst and Young, give listeners guidance for some tax solutions to put into action. Kyle and …
Alternative investments offer higher potential returns, and several benefits you won’t find from traditional investments. Today, Kyle Malmstrom and David Cariani (Co-CIOs) introduce listeners to the world of alternative investments. Kyle and David share what types of alternative investments there are, how they’re structured, their potential risks and benefits and more. In this episode, you …
Too many new business owners overlook the importance of having a buy-sell agreement. If a business partner becomes disabled, passes away, or departs the business, they leave the future of their business on shaky ground and open to costly disputes with the remaining partners. Today, Jonathan Freeman is joined by John Parise and Michael Parise …