Owner Life & Legacy

Owner Life & Legacy

The 5 D’s from a Proactive Perspective

Michelle Fritsch

Propel Comprehensive Wellness 2 weeks ago

Protect owners from the 5 D’s in a proactive way! When personal planning aligns with business planning, the 5 D’s can be minimized. Dysfunction

Aug 27, 2025 2 min read Charlotte Advisor Resource

Owner Life & Legacy

ESOP 101: What It Is & How It Works

Drew Bringhurst

Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants)

2 weeks ago

When owners are weighing exit options, an Employee Stock Ownership Plan (ESOP) can deliver an owner liquidity, preserve culture, and build employee wealth, all

Aug 26, 2025 3 min read Nashville

Owner Life & Legacy

Compassionate Capitalism and a Case for an ESOP Revolution

Drew Bringhurst

Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants)

1 month ago

When business owners consider selling their company, they often fall into one of two distinct categories. There are those who seek to maximize the

Jul 31, 2025 4 min read Nashville

Owner Life & Legacy

Inspired by the Competition: How One Company Chose an ESOP

Drew Bringhurst

Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants)

3 months ago

At Executive Financial Services, we often talk about the strategic power of Employee Stock Ownership Plans (ESOPs), but one client story stands out as

Jun 5, 2025 1 min read Nashville

Owner Life & Legacy

How One Software Business Saved $150K+ in Taxes with C Corp & QSBS Strategy

Billy Amberg

Bloomwood

3 months ago

Listen to this post as a podcast: https://podcasts.apple.com/us/podcast/wb-11-how-one-software-business-saved-%24150k-in-taxes/id1778522619?i=1000709462270 Click here to talk to Bloomwood about your finances. Welcome back to another case study, where

May 22, 2025 6 min read Atlanta

Owner Life & Legacy

How to Address Conflict During Succession Planning Discussions

Chuck Cooper

WhiteWater Consulting LLC

5 months ago

Succession planning is one of the most critical elements for a company’s long-term stability. It ensures that leadership transitions smoothly, helping businesses continue to

Mar 26, 2025 2 min read Charlotte

Owner Life & Legacy

Preserving Heritage While Embracing Change: Family Business Strategies for Future Success

Chuck Cooper

WhiteWater Consulting LLC

5 months ago

Family businesses are unique entities—and tend to come with many challenges. For instance, how do you balance the desire to preserve long-standing traditions with

Mar 26, 2025 3 min read Charlotte

Owner Life & Legacy

Mastering Tax Bracket Management: Smart Strategies to Reduce Your Tax Bill

Billy Amberg

Bloomwood

6 months ago

Listen to this post as a podcast: https://podcasts.apple.com/us/podcast/wb9-tax-bracket-management/id1778522619?i=1000698330454 Click here to talk to Bloomwood about your finances. Tax season can feel overwhelming, but with

Mar 7, 2025 6 min read Atlanta

Owner Life & Legacy

LLC vs. S Corp: Choosing the Best Structure for Your Business

Billy Amberg

Bloomwood

6 months ago

Listen to this post as a podcast: https://www.bloomwoodcapital.com/post/llc-vs-s-corp-choosing-the-best-structure-for-your-business Click here to talk to Bloomwood about your finances. When starting a business, choosing the right

Mar 7, 2025 5 min read Atlanta

Owner Life & Legacy

Purpose vs Staying Busy after the Sale

Michelle Fritsch

Propel Comprehensive Wellness 6 months ago

Interests + skills + perspective + heartbreaks = purpose ===> health I left academic leadership and clinical practice to get in front of the

Feb 20, 2025 1 min read Charlotte Advisor Resource

Owner Life & Legacy

What Every Business Owner Must Know Before Selling – it is way more than numbers

Paul Cronin

Touchstone Advisors

6 months ago

I had a lot of fun on this podcast with Australian M&A advisor, Craig Keegan, on M&A Profits: Lessons From The Trenches The episode

Feb 18, 2025 1 min read Greater Boston

Owner Life & Legacy

How a Smart Roth Conversion Strategy Can Build Tax-Free Generational Wealth

Billy Amberg

Bloomwood

6 months ago

Listen to this post as a podcast: https://podcasts.apple.com/us/podcast/wb7-roth-conversion-for-business-owner-results-in-multi/id1778522619?i=1000691465657 Click here to talk to Bloomwood about your finances. Welcome to another episode of the World Breakdown

Feb 12, 2025 4 min read Atlanta

Owner Life & Legacy

Delaware Statutory Trusts (DSTs): A Deep Dive into Real Estate Investing for Passive Income and Tax Benefits

Billy Amberg

Bloomwood

7 months ago

Listen to this post as a podcast: https://podcasts.apple.com/us/podcast/wb6-dsts-vs-traditional-1031-exchanges/id1778522619?i=1000690958352 Click here to talk to Bloomwood about your finances. A Delaware Statutory Trust (DST) is a legally

Feb 10, 2025 11 min read Atlanta

Owner Life & Legacy

Stop Paying a Premium for Terrible Investment Management and Start Paying a Premium for Planning that Delivers Massive Value

Billy Amberg

Bloomwood

7 months ago

Listen to this post as a podcast: https://podcasts.apple.com/us/podcast/wb-special-stop-paying-a-premium-for-terrible/id1778522619?i=1000689007799 Click here to talk to Bloomwood about your finances. Are you ready to take control of

Feb 4, 2025 6 min read Atlanta

Owner Life & Legacy

Life After the Sale

Michelle Fritsch

Propel Comprehensive Wellness 7 months ago

We know that a way higher-than-acceptable percent of those who sell their company have many regrets a year later. A piece of that is

Feb 4, 2025 1 min read Charlotte Advisor Resource

Popular

What's Trending

Business Value Transfer

Free Succession Ready program launching in Boston this Fall – Info session on Sept 16

Havell Rodrigues

New Majority Capital

1 day ago

Are you a small business owner or know a small business owner considering a business exit? Designed for New England small business owners who

Sep 9, 2025 1 min read Greater Boston

Business Value Growth

NYC Employers Face Enhanced Paid Parental Leave Obligations

Robert Brody

Brody and Associates, LLC

2 days ago

On January 1, 2025, New York State (NYS) became the first in the country to provide paid time off for prenatal care or any

Sep 8, 2025 3 min read Tri-State

Business Value Growth

Planning for Prosperity: Steven’s Exit Planning Success Story

Tom Bixby

EvaluSys LLC 1 week ago

Steven started his manufacturing business 35 years ago. He began making a few items using injection molding techniques and enjoyed enough success that he

Sep 2, 2025 4 min read Charlotte Advisor Resource

Practice Tips

Introducing the XPX Early Exit Planning Project

Tom Bixby

EvaluSys LLC 1 week ago

In September 2025, a new project is kicking off called “XPX Early Exit Planning”, working to implement the ideas introduced in the XPX Next

Aug 29, 2025 2 min read Charlotte Advisor Resource

Owner Life & Legacy

The 5 D’s from a Proactive Perspective

Michelle Fritsch

Propel Comprehensive Wellness 2 weeks ago

Protect owners from the 5 D’s in a proactive way! When personal planning aligns with business planning, the 5 D’s can be minimized. Dysfunction

Aug 27, 2025 2 min read Charlotte Advisor Resource

Owner Life & Legacy

ESOP 101: What It Is & How It Works

Drew Bringhurst

Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants)

2 weeks ago

When owners are weighing exit options, an Employee Stock Ownership Plan (ESOP) can deliver an owner liquidity, preserve culture, and build employee wealth, all

Owner Life & Legacy

The 5 D’s from a Proactive Perspective

ESOP 101: What It Is & How It Works

Compassionate Capitalism and a Case for an ESOP Revolution

Inspired by the Competition: How One Company Chose an ESOP

How One Software Business Saved $150K+ in Taxes with C Corp & QSBS Strategy

How to Address Conflict During Succession Planning Discussions

Preserving Heritage While Embracing Change: Family Business Strategies for Future Success

Mastering Tax Bracket Management: Smart Strategies to Reduce Your Tax Bill

LLC vs. S Corp: Choosing the Best Structure for Your Business

Purpose vs Staying Busy after the Sale

What Every Business Owner Must Know Before Selling – it is way more than numbers

How a Smart Roth Conversion Strategy Can Build Tax-Free Generational Wealth

Delaware Statutory Trusts (DSTs): A Deep Dive into Real Estate Investing for Passive Income and Tax Benefits

Stop Paying a Premium for Terrible Investment Management and Start Paying a Premium for Planning that Delivers Massive Value

Life After the Sale

What's Trending

Free Succession Ready program launching in Boston this Fall – Info session on Sept 16

NYC Employers Face Enhanced Paid Parental Leave Obligations

Planning for Prosperity: Steven’s Exit Planning Success Story

Introducing the XPX Early Exit Planning Project

The 5 D’s from a Proactive Perspective

ESOP 101: What It Is & How It Works

Explore the Knowledge Exchange

Make XPX Part of Your Business Plans

Explore

Learn

Account

Connect

Help & Support