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Estate Planning Guide

A thorough overview of the documents and strategies needed to secure your financial legacy.

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How To Avoid Being Negligent When It Comes To Risk
When you're running a business, you can't afford to be negligent when it comes to risks and planning for them. These six steps will help you get started.
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Comparing Business Valuation Methods
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Comparing Business Valuation Methods: Which is Right for You?
Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
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Selling a C Corporation
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Factors to Consider When Selling a C Corporation

Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions

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Key Items to Review During Financial Due Diligence
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5 Key Items to Review During Financial Due Diligence
The due diligence phase is critical for a Buyer to better understand the Target’s business operations and the overall quality of the financial information.
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Benefits of Outsourcing Your Human Resources Function
HR responsibilities can quickly become overwhelming for small business owners. Alleviate the burden and save money in the long run by outsourcing your HR functions.
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Pella Client Testimonial
I've used them for valuation work, stock transfers, hosting all of my technology, and now data analytics. I'd say they lead the pack in terms of anticipating what I'm going to need before I even know I need it.
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Employee Stock Ownership Plan Benefits & Best Practices

February 12, 2025
Employee Stock Ownership Plan Benefits & Best Practices

February 12, 2025 | 11:30 AM - 12:30 PM | Webinar

Ensure your company's continuity with a smooth leadership transfer through an Employee Stock Ownership Plan (ESOP). Aimee Werner and Kelly Martinson of Lutz and Adam Cockerill of Koley Jessen will share effective succession strategies and crucial knowledge on securing your business's future, emphasizing the advantages of ESOPs and proven implementation techniques.  

 

KEY TAKEAWAYS:  

  • Comprehensive Analysis of ESOP Structures & Impact on Business Continuity
  • Tax Benefits of an ESOP & Ongoing Compliance Considerations
  • Quantifying Benefits of Employee Ownership for Company & Employees   

SEMINAR LEVEL: Advanced  

WHO SHOULD ATTEND: Business Owners, C-Suite Executives, Financial Professionals, HR Professionals

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  • In-Person Event
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January 22, 2025 | 2:00 PM - 5:00 PM | Round the Bend Steakhouse Position your construction company for long-term success and seamless ...
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