Thought Leadership

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Article – PPLI

In this article, Ben Rainey & Aidan Elliott provide a brief overview of Private Placement…

Article – Plan for Decisions…Don’t Just Decide to Plan

In this article, Ryan Barradas discusses the differences between a planning process and a decision-making…

Article – Taxes on Insider Transactions…The Greatest Discount on Value

In this article, Ryan Barradas discussed the impact of income and capital gains taxes on…

Article – PPLI & PPVA

In this article, Aidan Elliott provides an overview of Private Placement Life Insurance and Private…

Article – How To Get Started

In this article, Ryan Barradas discusses how an entrepreneur can get started on a succession…

Article – Five Levels of Succession

In this article, Ryan Barradas discusses the five key levels of succession planning for an…

Article – Averting Planning Disasters

In this article, Ryan Barradas discusses why most succession plans fail and how an entrepreneur…

Whitepaper – Selling Your Business

This presentation provides an overview of what to expect during a third-party transaction if a…

Whitepaper – Employee Incentive Planning

Employee incentive plans can provide substantial benefits for a business-owner leading to long-term retention, alignment…

Whitepaper – Employee Stock Ownership Plan (ESOP) Opportunities

Employee Stock Ownership Plans (ESOPs) can provide substantial economic benefits to the employees, generate a…