A Rollovers as Business Start-ups (ROBS) strategy for starting or buying a business has numerous benefits, including ready access to cash flow and tax
Greg Silberman
Call Me When… You need a CPA with extensive knowledge of accounting, tax planning and preparation, investments, private equity and M&A
ROBS – or Rollovers as Business Start-ups – allow prospective business owners to use funds from their existing personal 401(k) or other retirement accounts as capital for buying
There’s a huge demographic shift happening in the United States, as millions of Baby Boomers are retiring and looking to sell the cash flow-positive businesses they’ve
Wealth managers and financial industry observers have pointed out that we are in the midst of a great wealth transfer driven by Baby Boomers.
Unlocking Retirement Savings to Fund a New Business Many people have dreams of starting a business but lack the capital or funding needed to
Do You Need a Virtual CFO? Every company must find an efficient way of handling accounting and bookkeeping functions. For many businesses, an outsourced
ERTC Enforcement and Withdrawing a Claim The Employee Retention Tax Credit (ERTC) was introduced during the COVID-19 pandemic as a tax incentive for businesses
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