Effective business structuring and succession planning are vital for long-term success and smooth transitions. However, many business owners and their advisors fail to consider the broader ...

Melissa Horton is a financial literacy professional. She has 10+ years of experience in the financial services and planning industry. Suzanne is a content marketer, writer, and fact-checker. She holds ...

Planning for the sale or purchase of a business starts long before signing a letter of intent or a purchase and sale agreement. Attorneys must weigh competing legal, tax and business considerations on ...

In early 2025, Thomas Greer, director of Digital Platforms at Orion Medical (a disguised name), was trying to decide how Orion could best use two new digital platforms that supported virtual surgical ...