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by Domenic Rinaldi with Intro by Jeff Roberts posted Aug 30 2016 11:40:00 PM
Several years ago, I had the pleasure of meeting Kevin Short, an investment banker in Clayton, MO. He took the time to educate me about his business model and provide me with insights into the world of buying and selling businesses. For the most part, Kevin takes engagements for businesses with a value of anywhere between $20mm and $200mm, almost a...
by Jeff Roberts posted Jul 18 2016 2:22:00 PM
In our last two Newsletters, we presented the first two articles of a three part series of articles discussing Business Succession Planning. This is the third part of that series. Five Ways to Transition Out of Your Business As a business owner, you should never neglect business succession planning because, like your estate plan, you may need it ...
by Jeff Roberts posted Jun 15 2016 8:43:00 PM
Business Succession Planning The Key to Profitably and Confidently Passing Off the Baton Part 2   In our last Newsletter, we presented the first of a three part series of articles discussing Business Succession Planning.  This is the second part of that series.    Inevitably, every business owner will leave the business.&...
by Jeff Roberts posted May 12 2016 8:43:00 PM
Do you own your business? Whether you inherited it, started it our bought it, your business is a product of your hard work and persistence. As you approach retirement, you likely give a considerable amount of thought to the future of your business. Who will succeed you in running the business? How much information should you share with your appoint...
by Jeff Roberts posted Apr 15 2015 4:23:00 PM
I.  Introduction. Individuals with disabilities present a unique set of challenges for parents and other family members.  Depending upon the particular disability, families often grapple with such issues as guardianship, medical care, financial planning for lifetime care as well as meaningful job opportunities to provide fulfillment and ...
by Jeff Roberts posted Apr 15 2015 4:20:00 PM
I offer clients the opportunity to sit down with me and review their estate plans at least once each year.  However, this doesn’t mean you should wait until your next review if your circum­stanc­es change.  This Estate Planning Checklist identifies events that could make a significant impact on your estate.  If any of t...
by Jeff Roberts posted Apr 15 2015 4:17:00 PM
Misconception #1: A Will avoids probate.  No.  A Will is the primary tool of the probate system. Your Will is like a letter to the Court telling the Court how you want your property distributed.  Then your executor must make sure that she proves to the Court that all your propert...