The questions owners ask us, answered plainly
Short answers first, then the detail. Each one links to the situation page where you can run your own numbers.
Buy-sell agreements
Who buys a partner’s share, at what price, with what money.
Run the buyout gap calculator →Key person and incapacity
What the company needs if you can’t work for a while, and who could act for you.
Run the key person calculator →Succession and solo owners
What your family actually receives, and how to be fair when only one child is in the business.
Run the equal vs fair calculator →Trusts and your LLC
Whether your trust should own your company, and what has to change if it does.
Take the four-question check →Estate tax and valuation
What the business is worth, and what that number does to your estate.
See all calculators →Partner divorce
Whether an ex-spouse could end up owning part of your company. Made for CPAs to share with clients.
Take the four-question check →Don’t see your question?
Bring it to a 30-minute call. If it’s one more owners should know about, it becomes the next page here.