Insights
Mastering Business Exit Planning: Key Steps for a Successful Transition
Jonathan Chapman
April 30, 2025
For many business owners, their company represents the largest asset on their balance sheet. Yet, most lack a formal, ...
Living Fully, Beyond Wealth: Aligning Your Money with Your Purpose
Jonathan Chapman
February 05, 2025
Imagine you're at the end of your life, surrounded by loved ones. What stories do you want them to tell about you? What ...
The $889,914 Question: Succession Planning Insights from Connelly v. United States
Jonathan Chapman
September 24, 2024
A recent Supreme Court case, Connelly v. United States, made an important ruling related to succession planning for ...