Business Buy-Sell Agreements: 3 Areas Need Attention

Buy-sell agreements govern the purchase and sale of business ownership interests when death, disability or other… Read more

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BDF named in 2018 RIA Survey & Ranking by FA Magazine

We are pleased to announce that we have been named in the Financial Advisor Magazine RIARead more

Close your next deal by considering an owner’s wealth management needs

“Investors seeking to acquire owner-led companies should consider the business owners’ personal financial affairs. A deal-maker can both help… Read more

Attorneys, avoid these financial pitfalls now

As a lawyer, you like to think about what’s next. You spend your career climbing the ladder from first-year… Read more

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