Sam Brownell
Latest Articles
Industry News
Ensuring a Smooth Transition: Key Non-Financial Strategies for Maximizing Business Value
When transitioning ownership of your business, it is common to focus on a single question: What is my business worth?
Industry News
Long-Term Tax Planning
Understanding all the potential tax liabilities associated with your business is crucial for planning for the future.
Commentary
Trusted Advisors: Essential for Smooth Succession Planning
As we frequently discuss in our articles and webinars for LBM Journal, succession planning is a critical process for LBM dealers as well as their families, employees, and customers.
Industry News
Valuation: What LBM dealers should expect
Being aware of the expectations before beginning the valuation engagement will provide you with a clearer understanding of the valuation process.
Industry News
Strengthening your buy-sell agreement
There are a few items that play a critical role in a well-constructed buy-sell agreement that you should pay particular attention to in order to secure your business’s future.
Leadership
Five mistakes to avoid when succession planning
Learn what to do—and what not to do—to ensure a successful ownership transition for all stakeholders in a LBM company.
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Commentary
What are my ownership transition options?
LBM dealers have a variety of options as they look toward transitioning their business.
Commentary
Understanding the three-year window for gifting
If you have not considered gifting, it is worth spending time talking to a knowledgeable advisor so you can protect your business and your net worth.
Commentary
The importance of understanding valuation
Your business is likely your most valuable asset. Knowing its value is imperative because it fuels important decisions like tax planning, how to fund your post ownership goals, and determining and negotiating a sale price.
Commentary
Ownership transfers for independent dealers: Estate and tax planning
The first step in your estate and tax planning considerations should be to invest in an independent, reliable, unbiased business valuation.
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