There are generally two main reasons why you would start the process of estate planning: to protect any minor beneficiaries in your care or to protect adult beneficiaries from making bad decisions. As part of that process, your finances are reviewed and your retirement plan is taken into consideration. That said, our world has dramatically…
Read more
Top 3 Reasons Acquisition Deals Fall Through
If you've ever entered into a merger or acquisition negotiation, you know that what once seemed to be a straightforward transaction can quickly go sideways. There are a variety of reasons that these deals fall apart, many of which might seem like the kinda thing that only happens in the movies. However, there are a…
Read more
5 Mistakes to Avoid if You Plan to Buy a Small Business in 2021
5 Mistakes to Avoid if You Plan to Buy a Small Business in 2021 The process of buying a business in North Carolina takes time, energy, effort, and money; all of which are often wasted by many entrepreneurs and investors as they fall prey to several common oversights, omissions, or inaccuracies. As such, today we'll…
Read more
Lessons Learned about Estate Planning from Covid-19 – Part 2
Today marks the one-year anniversary of when our country went into lock-down to flatten the curve against the coronavirus. As such, if you've been following along, we are reflecting back on lessons learned from Covid-19 about Estate Planning. If you missed the first four lessons, click here. 5. Lessons Learned from Covid-19: Expect the Unexpected…
Read more