I was sitting with a founder whose financial advisers had already answered one of the questions exit planning is supposed to answer. He had
Financial planning
The New QSBS Opportunity: How OB3 (Big Beautiful Bill) (2025) Created a Powerful $10–$20 Million Tax
If you’re building a company with the intention of selling it one day, there’s a four-letter acronym you need to understand early: QSBS. Most
Diversification poses a real challenge for the small business owner. The reality is, the average entrepreneur has far too much of their wealth tied up in
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
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
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
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
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
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
Qualified Small Business Stock is a type of stock that includes immense tax relief for investors. Those benefits serve to stimulate investment in small
The sale of a business marks a major life event. It’s emotional, stressful, and exciting all at the same time. And unfortunately, it’s often
For more information on the benefits of this IRC Section 453 solution, give this podcast a listen. While the topic of this episode dealt
Tax deferral options on the sale of business or property is always an important consideration. Structured Installment Sales allow the Seller the opportunity to
Structured Installment Sales offer a fantastic solution to the tax issues surrounding the sale of business or property. Approved by the IRS, a Section
Defer Taxes, Maximize the Sale, Secure the Financial Future…. Chad Ettmueller – JCR Settlements, LLC. What if you could offer your clients a way
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Successful exit planning, transfer of ownership, divestment, or asset/share sale depends on collaboration, specialized expertise, and advisors who understand the full lifecycle of a
I was sitting with a founder whose financial advisers had already answered one of the questions exit planning is supposed to answer. He had
Two construction companies can produce similar earnings and still command very different offers when they go to market. For advisors, understanding why is critical.
After years of advising privately held companies, I’ve noticed something interesting: The questions don’t really change. Different industries. Different sizes. Different personalities.But the same
A business can be profitable, well managed, and growing, yet one unexpected event involving a co-owner can put its future at risk if the
For many owners, concern for employees is one of the most emotionally significant parts of selling a company. Long-term team members may have helped
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