As this was recorded there was a "battle" between Netflix and Paramount to buy Warner Bros. Discovery.This M&A deal has a lot of lessons for small-business buyers including:You must guarantee your loansProof of f...

Kelly Finnell is an ESOP (Employee Stock Ownership Plan) advisor with 40 years of experience. He shares: The benefits of an ESOPWhy it's not for everyoneTax strategies and benefitsWhy an ESOP can be b...

Spoiler alert - these tips are the same ones as for 2025 and will (probably) be the same for 2027.Get your affairs in order, grow, and Exit With Style, Grace, and More Money®, which is also the title of our latest book.

Ashley Tison founder of OZPros discusses tax strategies with an emphasis on Opportunity Zones, and he does a great job of explaining what they are."THOSE OPPORTUNITY ZONE THINGS, THAT SOUNDED LIKE 1031 AND PRIVATE EQUITY GOT MARRIED...

Caleb Christopher is a serial entrepreneur with a plan to think of this exit when he starts a company.Here are a couple insights from our discussion:“The investor's edge: creative tc, risk management & scaling without own...