The years before a sale decide how much of the price you keep. What Utah owners can do two or three years out on value, deal structure, taxes, QSBS, and family and charitable gifts.
Passing a Utah farm or ranch to the next generation is a land problem, a tax problem and a family problem at once. Here is how to work through all three without splitting the ground.
If a Utah business owner dies without a succession plan, state law and the operating agreement decide who owns the company next. Here is what actually happens, step by step, and how to prevent it.
Three retirement plans do most of the work for Utah business owners. Here is how a SEP IRA, a Solo 401(k) and a cash balance plan differ, and how to tell which one fits your business this year.
Most business owners have a will. Far fewer have answered the question that matters most for what they’ve built: what happens to the business itself if they’re suddenly not there to run it. For any company with more than one owner, the answer usually starts with a buy-sell agreement, and for every closely held business, … Read more
There’s a specific kind of anxiety that comes from not knowing your number. Not your net worth, not your retirement number, just the smaller, more immediate one: how much cash should be sitting in the bank right now, waiting for something to go wrong. For business owners, that question has two answers, because you need … Read more
One of the most common questions people quietly carry is simple: “Am I on track for retirement?” For business owners, the usual answers rarely fit. Age-based benchmarks assume a steady paycheck, an employer 401(k) and a portfolio that holds most of your wealth. Owners often have none of those. Measuring retirement savings for business owners … Read more
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