Buying a Business

November 30, 2021

What is a 4506-T

“Ah shoot. My wife gave you the wrong set of tax returns.” I almost dropped the phone.  “Wrong set of tax returns.” The phrase hit me like a Mack Truck. Wow. I hadn’t even considered there […]
October 31, 2020

Maintaining Integrity in Negotiations

In the last few weeks, I was presented with an opportunity to purchase a book of business from another firm. They perform similar functions to mine, and it was a logical fit. The seller reached out […]
September 27, 2018

Investing with a Purpose