When it comes time to sell a business, the most obvious goal is to secure the highest possible price. But for many owners, the
Jun 5, 2025 2 min read
Nashville
Estate planning
QSBS is arguably the most attractive tax strategy available to entrepreneurs and business owners in the U.S., and the current environment may be the
May 6, 2025 15 min read
New York
Maryland Governor Wes Moore’s proposed 2025 budget includes significant changes to the state’s estate tax laws, making now a critical time for residents to
Feb 20, 2025 3 min read
Maryland
COREnology is the first behavioral finance tool developed to help advisors identify, track and grow clients’ core values, beliefs and goals. Soon
Sep 10, 2024 2 min read
Utah
Unlock the Potential of Buy-Sell Agreements and Estate Taxes with Premium Financing As a professional in the premium financing life insurance industry, staying informed
May 8, 2024 2 min read
Nashville
Accurate Asset Assessment for Fair Distribution: When planning an estate, one of the primary concerns is ensuring a fair and equitable distribution of assets among
Apr 12, 2024 2 min read
Nashville
I believe one of the most understood transition /exit planning areas for business owners is when the goal is to move it to children,
Oct 20, 2023 3 min read
Connecticut
Hello, I am pleased to share some exciting news — earlier this month, my colleague, Danielle Friedman, and I (Herb Fineburg) published an article
Mar 28, 2023 2 min read
Philadelphia
Learn how you can use 1031 exchanges and DSTs to your advantage by Downloading my FREE Brochure. Read About: What a 1031 exchange is
Feb 17, 2023 1 min read
Tri-State
Program produced by XPX South Florida. Please join XPX South Florida for the third installment of our 2022 exciting, in-depth seven-part “Lunch and Learn”
Jun 7, 2022 2 min read
These days, when we don’t know the answer to a question, we often quickly turn to the internet. When someone raises a question in
Jun 1, 2022 1 min read
Atlanta
This XPX New York program discusses savings vehicles and gift giving strategies to reduce state income tax burdens including: i) Non-Grantor Incomplete Gift Trusts,
Program produced by XPX Philadelphia. In this interactive session, Herb and Max discuss options for tax and estate planning that will ensure that the
Nov 29, 2021 3 min read
Philadelphia
This is the 4th in the case study series, built around the individuals found in the Charlotte case study. This event will focus on
Oct 25, 2021 2 min read
Charlotte
Program Speakers: Carolyn Smith (C3 Financial Partners), James Rosenblatt (Rosenblatt Law Firm) and John F. Dini (MPN, Inc.)
Oct 20, 2021 1 min read
San Antonio
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In conversations about exits, regret is usually framed as a pricing issue. The founder sold too early.The market moved higher.The company grew faster under
Mar 12, 2026 4 min read
Charlotte
New York recently enacted legislation affecting certain employment agreements and repayment obligations. Employers need to re-evaluate their “claw back” agreements with their employees. This
Mar 12, 2026 4 min read
ConnecticutLong IslandNew JerseyNew YorkTri-State
Your quarterly revenue targets loom overhead like a thundercloud. You know you need faster pipeline creation. You need higher win rates. You need tighter
Mar 3, 2026 7 min read
Philadelphia
In my last piece, I wrote about the structural gap that appears when an exit plan focuses on the transaction but not the transition.
Feb 26, 2026 4 min read
Charlotte
Dianne Chase Founder/CEO Chase Media and Communication In the world of exit planning, mergers and acquisitions, and succession strategies, financials, legal frameworks, and
Feb 20, 2026 3 min read
Charlotte
Most exit plans are built to optimize the transaction. Valuation is modeled.Taxes are engineered.Deal structure is negotiated. On paper, success is defined clearly. Yet
Feb 19, 2026 3 min read
Charlotte
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