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Estate Planning Guide
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Estate Planning Guide

Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.

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The Art of Budgeting + Smart Saving Strategies
Learn how to get your finances under control and increase your savings! Hear real-life examples and best practices to secure a successful future.
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Comparing Business Valuation Methods
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Comparing Business Valuation Methods: Which is Right for You?
Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
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Employee Stock Ownership Plan
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Employee Stock Ownership Plan Benefits & Best Practices

Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.

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Red Flags & Deal Accelerators in Financial Due Diligence
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Red Flags & Deal Accelerators in Financial Due Diligence
When it comes to buying or selling a business, financial due diligence can uncover both warning signs and opportunities that significantly impact value.
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HR Solutions That Elevate the Employee Experience
For growing businesses, the phrase “employee experience” often gets reduced to surface-level perks, but the true meaning goes much deeper.
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Microsoft Copilot Explained
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Microsoft 365 Series: Copilot Explained - Your New AI Assistant

For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.

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"I've used them for valuation work, stock transfers, hosting all of my technology, and now data analytics. I'd say they lead the pack in terms of anticipating what I'm going to need before I even know I need it."
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Employee Stock Ownership Plan Benefits & Best Practices

February 12, 2025
Employee Stock Ownership Plan Benefits & Best Practices

Ensure your company's continuity with a smooth leadership transfer through an Employee Stock Ownership Plan (ESOP). Aimee Werner and Kelly Martinson of Lutz and Adam Cockerill of Koley Jessen will share effective succession strategies and crucial knowledge on securing your business's future, emphasizing the advantages of ESOPs and proven implementation techniques.  

KEY TAKEAWAYS:  

  • Comprehensive Analysis of ESOP Structures & Impact on Business Continuity
  • Tax Benefits of an ESOP & Ongoing Compliance Considerations
  • Quantifying Benefits of Employee Ownership for Company & Employees   

Recent News & Insights

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Making the Move: Migrating QuickBooks from Desktop to Online
May 6, 2026 | 11:30 AM - 12:30 PM | Webinar Is your business still running on QuickBooks Desktop? With more companies moving to cloud-based ...
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Building Benefits Packages That Attract & Retain Talent
May 13, 2026 | 11:30 AM - 12:30 PM | Webinar Are your benefits truly helping you attract and keep top talent? In today’s competitive ...
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Navigating the Great Wealth Transfer: Is Your Estate Plan Ready?
June 10, 2026 | 11:30 AM - 12:30 PM | Webinar A historic amount of family wealth is beginning to move from one generation to the next. At ...
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