Owner Life & Legacy

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)

1 month 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

1 month 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

3 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

3 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

4 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

4 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

Retirement Wellness Strategies

4 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

Owner Life & Legacy

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

Paul Cronin

Touchstone Advisors

4 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

5 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

5 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

5 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

Retirement Wellness Strategies

5 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

Owner Life & Legacy

Quantum Computing Investments: Key Players, Risks, and Opportunities for 2025

Billy Amberg

Bloomwood

5 months ago

Listen to this post as a podcast: https://podcasts.apple.com/us/podcast/wb4-quantum-computing-investment-landscape/id1778522619?i=100068437931 Click here to talk to Bloomwood about your finances. Welcome back, everyone! Are you ready

Jan 17, 2025 5 min read Atlanta

Owner Life & Legacy

Exit Strategy – Harvest or Grow?

John Dini

The Exit Planning Coach

7 months ago

In every internal transfer, whether to family or employees, the owner/seller has to make the harvest or grow decision. We’ll presume that your

Dec 9, 2024 4 min read San Antonio

Owner Life & Legacy

Protect Your Future: Asset Protection with ROBS

Greg Silberman

Ritterband Tax & Accounting Solutions LLC

7 months ago

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

Dec 6, 2024 1 min read Atlanta

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Announcing Our Next Book: The Family Business Blueprint

Chuck Cooper

WhiteWater Consulting LLC

15 hours ago

At WhiteWater Consulting, we’ve had the pleasure of working with businesses of all shapes and sizes. And though we delight in each of these

Jul 14, 2025 2 min read Charlotte

Business Value Growth

Preparing People for Change: HR’s Role in Succession-Related Communication

Chuck Cooper

WhiteWater Consulting LLC

15 hours ago

Leadership transitions are among the most significant—and often most stressful—periods in an organization’s life. Whether planned well in advance or triggered by unexpected events,

Jul 14, 2025 3 min read Charlotte

Business Value Growth

CROWN Laws: What You Need to Know – Whether You Have One or Not

Robert Brody

Brody and Associates, LLC

3 days ago

State CROWN laws have exhibited growing popularity since the passage of the first CROWN Act in 2019. CROWN, which stands for “Creating a Respectful

Jul 11, 2025 1 min read Tri-State

Business Value Growth

BUSINESS INTERMEDIARY/DEPOSITORY ADVISOR for ESCROW and NON-ESCROW FUNDS

Mario D'Amore

NBH Bank

1 week ago

NEW YORK BASED/NATIONAL TERRITORY- Banker/Trusted Advisor with expertise in handling escrow and non-escrow deposits for Private Equity, firms engaged in Mergers & Acquisitions, Private

Jul 3, 2025 1 min read New York

Member News

When Doctors Become Data Points – The Real Impact of Corporate-Owned Physicians

Louis Bernardi

BritePath aka Group Planners Inc

1 week ago

Jul 2, 2025 1 min read Tri-State

Business Value Growth

It’s Not What You Say, It’s How You Say it: Getting this practice right before succession planning

Maria Forbes

FIREPOWER Business Catalyst, LLC.

3 weeks ago

When it comes to communication—whether you’re leading a team, pitching an idea, or navigating a tough conversation—what you say matters. But how you say it? It’s

Owner Life & Legacy

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

Quantum Computing Investments: Key Players, Risks, and Opportunities for 2025

Exit Strategy – Harvest or Grow?

Protect Your Future: Asset Protection with ROBS

What's Trending

Announcing Our Next Book: The Family Business Blueprint

Preparing People for Change: HR’s Role in Succession-Related Communication

CROWN Laws: What You Need to Know – Whether You Have One or Not

BUSINESS INTERMEDIARY/DEPOSITORY ADVISOR for ESCROW and NON-ESCROW FUNDS

When Doctors Become Data Points – The Real Impact of Corporate-Owned Physicians

It’s Not What You Say, It’s How You Say it: Getting this practice right before succession planning

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