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Risk Management

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3 Levels of Assurance – What is Right For Your Business?

Every business has financial statements, and when you (hopefully) begin discussions with a potential buyer, they will undoubtedly want to see them. The quality of those financial statements will make a big impression – what will your financial statements say about your business? And how confident can a potential buyer be that they are accurate? […]

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Blog

Your Restricted Stock Just Vested: Should You Sell Now or Wait?

Restricted stock is a key part of many stock-based compensation plans. Unfortunately, you can’t control when it vests (i.e., becomes yours to keep). When it happens in a down market, it certainly doesn’t feel good. And depending on your industry, your stock may be down a lot more than the market, which feels even worse. […]

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Blog

3 Common Objections to Exit Planning

For many business owners, exit planning does not usually make the to-do list. Not enough time, retirement being many years away, or some other reason – there are plenty of excuses owners cite as to why they have not addressed exit planning. With most business owners reliant on their company’s value to fund retirement, why […]

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Wealth Watch

Are We on the Verge of a Housing Market Correction?

After two years of unprecedented growth in the housing market, we are beginning to see signs of cooling. Is this the beginning of a sharp correction? Recession talks are everywhere. The lost wealth effect from market turmoil, rising rates, inflation, and negative consumer sentiment are all bad signs, right? While it’s certainly possible, there is […]

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Is Your Business Worth What You Think It Is?

We have all been there – you see a nice sports car, fire engine red, and think to yourself, “Wow, what a beautiful car!”  What makes it a nice car? Just the way it looks, or does knowing there is a ton of horsepower under the hood also make it desirable? But what if you […]

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Blog

Retiring Law Partner’s Checklist

Congratulations, Counselor, you’ve decided to retire!  After a long and distinguished career, it’s time to ride off into the sunset and start enjoying life after the law.  So, as a parting gift, we’ve put together this short checklist of things you should do as you prepare for your retirement and separation from your firm.  I […]

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Blog

Business Owners – Is Your Buy-Sell Agreement Ready to Go?

When owning a business with others, it is very important to have an up-to-date buy-sell agreement in place.  A buy-sell agreement is a legal document that outlines what happens in a business with multiple owners in the event of termination, disability, divorce, or death.  Many business owners admit that they either don’t have such a […]

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Blog

How Financial Professionals Should View Risk During a Pandemic

The pandemic changed many aspects of life for financial professionals (private equity professionals, investment bankers, and asset managers). Like many, the future of work, the outlook for their career, and their future travel have all morphed. However, working with many financial professionals on their personal wealth management at the height of the pandemic panic led […]

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Blog

RainCatching™ Revisited

As the economy continues to get back to normal, lawyers are busier than ever.  With private equity firms and public company balance sheets brimming with cash, there continues to be historically high M&A and other activities that require the work of lawyers. Given how well many law firms are performing, I thought it would make […]

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Blog

College Send Off: Stay Informed and Protected

Summer feels like it just started, and back-to-school is already around the corner. Whether you are dropping off your fifth child for the first time at college – or your first child for the fifth time – you’re ready for this. You made good decisions along the way and tackled a lot: Filled out your […]

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Blog

Do You Need Life Insurance for Life?

Not everyone needs life insurance. Some of those that do can be handled with simple solutions. Others may be best served by more complex planning. Determining Your Need for Life Insurance Insurance of any kind is simply a transfer of risk. Premiums are payments to shift the financial risk from you to the carrier. Life […]

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Fraudulent Unemployment Claims – How To Spot It, Report It, and Protect Your Identity

The rise of unemployment and the increase in unemployment benefits resulting from COVID-19 has pathed the way for criminals to take advantage of state governments and their unemployment programs and filing systems, resulting in a significant spike in fraudulent unemployment claims all across the country. Criminals take on innocent people’s identities, using their social security […]

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