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Recent Posts by admin

Estate Planning While Pregnant? Here are 4 Tasks to do NOW!

Are you expecting a new baby? Congratulations! Bringing a new baby into the world is an incredible gift, but it can also be quite overwhelming.  While there is certainly enough to keep you occupied during those 9 months of waiting, don't forget to start putting a plan in place should the unforeseen ever happen to…
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Estate Planning in Raleigh: 4 Risks to Consider When Planning for Retirement

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…
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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…
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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…
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