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Securing Your Business Legacy: The Essential Guide to Exit Planning

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As a business owner, you’ve poured your heart and soul into building your company. But have you given thought to what happens when it’s time to step away? Exit planning is a crucial step that many entrepreneurs overlook, often until it’s too late. Let’s dive into why exit planning matters and how you can start preparing for your business’s future today.

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closely-held businesses Connelly vs United States

Connelly v. United States: Closely Held Corporations and Unexpected Estate Taxes

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the recent decision in Connelly v. United States should encourage owners of closely held businesses to take pause and evaluate the unexpected federal estate tax consequences which Key Person Insurance could have for the deceased owner’s next-of-kin.

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5 Steps to Take When A Cyberattack Strikes

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Since the COVID-19 pandemic, there’s been an enormous uptick in the number of cyberattacks and the amount of damage they cause. This damage, which has disproportionately affected small and mid-sized businesses is now a top-of-mind concern for any organization that values its long-term stability and profitability. While there’s been a lot of advice out on the

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To Pay (Overtime) or not to Pay (Overtime) – That is the Question! – from Conway Center member Sharon DeLay of GO-HR

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Should you pay overtime or not pay overtime? That really IS the question for so many businesses. Quite frankly, the news last week out of Ohio (and that state up north) has not made this fundamentally easier to answer for any of us. If you’re not in Ohio or that other state, you should still pay attention!

To Pay (Overtime) or not to Pay (Overtime) – That is the Question! – from Conway Center member Sharon DeLay of GO-HR Read More »

Kelly Jasin and Bea Wolper

A Succession Planning Journey Complete – EWJ&J Announces Its Own Transition

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Partner and Co-President Kelly Jasin has been named as President of Emens, Wolper, Jacobs & Jasin. Founding Partner Bea Wolper moves to CEO in what many Conway Center members know is the succession planning journey. As Conway Center President and Succession Planning Peer Group facilitator for many years, Bea has spent many years teaching the owners of family businesses how to prepare for a successful transition and then, in turn, let go.

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