Steven Young

Preparing for success: Navigating personal planning before a liquidity event

Entrepreneurs and startup founders often concentrate solely on their business ventures and neglect crucial aspects of their personal and financial well-being. This lack of preparation can lead to negative outcomes when it comes time for an exit event. To avoid these potential consequences, it's important to consider the following key steps well ahead of time, ideally at least one to two years prior to a liquidity event.... Read More

Keeping pace with Mergers and Acquisitions trends after a year like no other

With much of the pandemic-related uncertainty subsiding in the United States and businesses becoming accustomed to the new normal, some business owners might be thinking that they missed an opportunity to sell their business pre-pandemic.... Read More

Planning for your smooth transition

Deciding how and when to exit one’s company is a challenge that faces all owners. The stakes are generally high, as most owners have a substantial portion of their family wealth invested in their business. This necessitates proper preparation and advanced planning to ensure that they can eventual transition out of their business, on their own terms and timeframe. ... Read More

Secure your future with estate planning

The future is uncertain, but you can ensure your family and loved ones are taken care of with estate planning. Estate planning is a critical component of financial planning for the future. ... Read More

2020 M&A Surprise Creates 2021 Opportunity

In what may be a surprise to business owners and entrepreneurs, merger and acquisition (M&A) activity in 2020 didn’t ultimately prove to be as weak as what many might have predicted at the start of th... Read More

Only a Few Weeks Remaining, New Changes to PPP

As the deadline looms closer for business owners to request funds from the Paycheck Protection Program (PPP), President Joe Biden announced changes to help owners of the smallest businesses—those with... Read More

What Small Business Owners Can Do as They Reopen Their Doors

The effects of the coronavirus have been far-reaching, impacting people and businesses of all sizes across the globe. Many small business owners, both locally and nationally, have been severely and ne... Read More

Planning Towards a Smooth Transition

As a business owner, you've worked hard to build your business. But what about the day when you might want to walk away from it all? Business transition planning is perhaps one of the most complex tas... Read More

COVID-19: How Local Businesses Can Survive This Difficult Time

The effects of the coronavirus are far-reaching, impacting people and businesses of all sizes across the globe. Only a few short weeks ago, macroeconomic indicators seemed stable with positive busines... Read More