Too many people spend 30 years building a business and then can’t enjoy it because they haven’t focused on their health. The rewards are life-changing and can give leaders a new lease on life.
Your business banker is there to identify your business’s pain points and then present you with options to make running your company more efficient in the long run.
Further, because of the complexity in an M&A transaction, both buyers and sellers should be thinking about the tax ramifications of a deal very early on, well before they plan to sell or acquire a company.
Organizations should talk with their technology provider and ask them to look at their current fax usage to find an alternative method before the analog lines are no longer supported. There are several faxing alternatives that can be put in place and their technology partner can help them make that transition.
Those who purchase a deferred annuity should know liquidity is limited. The company may let you access a small portion of your money penalty free but any withdrawals above the penalty-free amount will be subject to surrender charges.
Buyers that have constant commodities exposure should always have an eye on the market and regularly keep in touch with their bank so they can act when prices are low.
Restructuring process — when it should be used, what’s involved, and how it helps.
Wealth and estate planning moves that should be discussed well ahead of potential 2025 tax law changes.
The story that taxes can tell a business and how to translate that story into better strategic planning.
The opportunities for real estate development in Cleveland’s western suburbs.
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