Business owners often come to Acuity Advisors when their companies have achieved some level of critical mass or scale. As owners approach the later stages of their working lives, they are often looking for an exit strategy that will maximize the value of what they’ve built. Chris Kramer explores how …
Gifting and Estate Planning: Is It Time to Act?
Come January 20, Democrats will control both houses of Congress and the White House. This virtually ensures that taxes are going up. How significant is Biden’s proposed tax increase? $3 trillion, including a significant reduction in the estate tax exemption! Understanding your …
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Is Now a Good Time to Sell Your Company?
Third party buyers, private equity funds, and Employee Stock Ownership Plans (ESOPs) are three good options to consider now. While any Covid impact on recent business performance will have to be addressed, buyers are still looking for growth through acquisition, private equity funds with plenty …