The Practical Effect of Proposed Tax Reform’s Limitation on the Deductibility of Interest by a Business

[Contributed by Todd Ganos of IWC Family Offices] On November 2, 2017, the House of Representatives Ways and Means Committee released H.R. 1 — the proposed Tax Cuts and Jobs Act. Section 3301 of the Act imposes a limitation on the amount of interest a business can deduct. The limitation is 30 percent of a firm’s taxable income (which, as described, is the equivalent of Earnings Before Interest, Taxes, Depreciation, and Amortization or EBITDA). The limitation would not apply to certain companies that are regulated public utilities or in the real estate… Read More

Why Do Business Owners Procrastinate Exit Planning?

Attend the upcoming November 30TH webinar, Presented by John Warrillow, Founder of The Value Builder System that answers this very question. Business owners are wired differently than most of us, which means what we see as an obvious investment of time, they see as a waste. There is, however, a way to get through to business owners and get them to take action on their exit plan, but it requires you first understand their psychographic DNA. Learn more about the award-winning author and serial entrepreneur, John Warrillow by visiting http://www.BuiltToSell.com. John Warrillow has… Read More

The EPI Network Welcomes Its Newest Chapter!

The EPI Chapter Network has grown again! On November 10, our community welcomed the newest chapter to the network: Lehigh Valley!  With over 100 advisors in attendance, the Lehigh Valley Chapter Launch was an incredible event for motivation and connection.  The members of the Lehigh Valley chapter (and all chapters throughout the globe) will look to clarify and simplify the exit planning process and accessibility in their local market, as well as drive best practices in the advisor teams that serve the business owner community. Check out the featured article in the… Read More

12,000 People Are Searching…Who Will Be Found First?

Across the United States this month, more than twelve thousand unique people “googled” the following keywords and key phrases: “CEPA,” “sell my business,” “selling a business,” “exit my business,” “certified exit planning advisor,” “certified exit planner,” “sell your business,” “how to sell my business,” “how to sell a company,” and “succession planning definition.” Advisors allow themselves to believe that their website, their digital thought leadership, their professionalism and appeal, and their social activity don’t contribute to major buying decisions like exit planning engagements.  In turn, they give very little time and investment… Read More

One-Page Scorecard

The road to success is paved with good information. One-Page Scorecard Instructions Not registered for the 90-Day Business Sprint webinar series? Register now! Learn the concepts that accelerate business value and unlock the wealth housed in your business by attending the monthly 90-Day Business Sprints webinar series. Enact positive changes that will enhance your performance every 90 days using the Value Acceleration Methodology. Attend this webinar series every month to learn the 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth, found in the award-winning book, Walking to Destiny!… Read More

The Best Investment Buffett Ever Made

This article was contributed by author Scott Snider, EPI Vice President A trait consistently seen among the ultra-successful?  They self-educate by reading. This simple habit is powerful and the stories from some of the world’s most successful minds reinforce how making a commitment to reading is one of the best investments a professional can make. In a CNBC article on his live Facebook broadcast from Columbia University, Billionaire Warren Buffett discussed the book that changed his life: The Intelligent Investor, by Benjamin Graham published in 1949, sharing his philosophy on “value investing”… Read More

Emotional Considerations for Transitions

Business is personal. As will be an owner’s exit. 5 things to consider when looking ahead to transition. Great article by leader Ed Mysogland #exitplanning

The Power of Idea Sharing: Exit Planning Awareness in Local Communities

Exit planning has the powerful to change the future. Check out these local thought leaders #BigIdeas #exitplanning

Educating CEOs Worldwide on How the Triggering Event Adds Business Value

Check out a feature by CEO WORLD on how the Triggering Event Adds Buiness Value #exitplanning

Social Capital Through the Eyes of the Buyer (HMA Blog Post)

Great blog review from the President of HMA Public Relations on Walking to Destiny, zeroing in on Social Capital from the perspective of a buyer.