Exit Strategy · Volume 11

Building a Business Succession Plan Before You Need One

Succession planning isn't morbid — it's business continuity planning, exit value optimization, and personal financial planning all at once. The options available with a 5-year runway close fast when circumstances force the issue.

9 min read
Exit Planning · Volume 11

Qualified Small Business Stock (QSBS): The Exit Tax Benefit Most Business Owners Don't Know About

Section 1202 allows founders to exclude up to 100% of capital gains on qualifying C-corp stock from federal income tax — up to $10 million or 10x basis. Most small business owners don't know it exists or might apply to them.

8 min read
Tax Strategy · Volume 3

End-of-Year Tax Planning for Small Business Owners: What to Do Before December 31

Tax planning after December 31 is compliance. Tax planning before December 31 is reduction. The highest-leverage actions — retirement contributions, equipment purchases, income timing — all require action before the calendar turns.

8 min read
Tax Strategy · Volume 3 + Volume 11

The One Big Beautiful Bill Act: What Small Business Owners Need to Know

The OBBBA restored 100% bonus depreciation, enhanced QSBS, and permanently extended the Section 199A pass-through deduction. Here's what it means for your planning decisions in 2026 and beyond.

10 min read
Entity Structure · Volume 1 + Volume 11

S-Corp vs C-Corp: When It Might Be Time to Switch

For most small businesses, pass-through taxation is the right structure. But if you're planning an exit in the next 5–10 years, the QSBS analysis under the OBBBA may favor converting to a C-corporation. The math can be extraordinary.

9 min read
Technology & AI · Volume 7

AI Tools in Your Small Business: Practical Use Without Legal Exposure

AI tools are accelerating small business productivity — first drafts, summarization, content creation, data analysis. Here's where the legal exposure actually lives, and how to use AI aggressively without getting burned.

9 min read
Exit Strategy · Volume 11

Earnout Clauses When Selling Your Business: What They Are and Why They're Dangerous

Earnouts appear in deals as a bridge mechanism between seller valuation and buyer price. In practice, they generate more post-closing disputes than almost any other acquisition term. What sellers need to know before signing.

10 min read
Business Financing · Volume 9

Financing a Business Acquisition: What Lenders Actually Look At

Business acquisition lenders are underwriting two things simultaneously: the business being acquired and the buyer's ability to operate it. Understanding what they look at — and what kills deals — helps you present a stronger loan package.

9 min read
Intellectual Property · Volume 8

How to Protect Your Brand: Trade Dress, Logos, and Common Law Rights

Most small business owners don't realize they likely have enforceable brand rights without registration. A practical overview of common law trademark, federal registration, and trade dress protection — and the priority order that actually matters.

10 min read
Contracts & Legal Foundations · Volume 2

How to Read a Commercial Lease Before You Sign

Commercial leases are among the most consequential documents a small business owner will sign — and they're frequently signed without the scrutiny they deserve. Rent escalation, CAM charges, assignment rights, and holdover traps: what to examine before your signature binds you for years.

8 min read
Risk Management · Volume 4

Business Insurance Claims: What Small Business Owners Get Wrong

Having business insurance and making effective use of it are two different things. The five most common and costly mistakes in small business insurance claims — and the documentation practices that prevent them.

7 min read
Managing Your Team · Volume 6

Non-Compete Agreements After the FTC Rule Changes: Where Things Actually Stand

The FTC's non-compete ban is blocked by federal courts — but state law has changed significantly in parallel. What small business owners need to know about enforceability in mid-2026, and the more durable alternatives most employers should be using instead.

8 min read
Contracts & Legal Foundations · Volume 2

What Actually Belongs in an Independent Contractor Agreement

The IRS reclassifies thousands of independent contractors as employees every year. The difference between a legitimate 1099 relationship and a misclassification disaster often comes down to whether your contractor agreement includes the right clauses.

14 min read
Tax Planning & Accounting · Volume 3

Business Tax Deductions Most Small Businesses Miss

The difference between an average small business owner and one who understands the tax code is often $5,000-$15,000 in lost deductions every year. Here are the legitimate write-offs most owners leave on the table.

15 min read
Intellectual Property · Volume 8

When to Register a Trademark for Your Business

You automatically gain common law trademark rights when you start using a business name in commerce. But those rights are limited. Federal registration turns regional protection into nationwide protection.

13 min read
Building Your Team · Volume 5

1099 vs W-2: When Worker Misclassification Will Cost You Six Figures

The IRS, the DOL, and state agencies use three different tests to classify workers, and they don't always agree. Why most contractor classifications fail under audit, and what the back-tax math actually looks like.

12 min read
Business Financing · Volume 9

Personal Guarantees on Business Loans: What You're Really Signing

The personal guarantee on a business loan is the most consequential signature most founders ever provide. What it actually obligates, what can be limited, and what almost never can.

11 min read
Offshore Business · Volume 12

Offshore Accounts: What's Legal, What's Not, and What the Penalties Actually Look Like

Holding offshore accounts is legal. Failing to report them is where the catastrophic penalties live. The compliance regime every U.S. person with foreign accounts needs to understand.

13 min read
Technology, AI & Digital Business · Volume 7

Is My Business Liable When AI Gets It Wrong? An Entrepreneur's Guide to AI Legal Risk

There is no federal AI liability statute, which does not mean there is no AI liability. A practitioner's guide to where entrepreneur legal exposure actually lies — and how to reduce it.

11 min read
Entity Formation · Volume 1

LLC vs. S-Corp vs. C-Corp: Which One Should You Actually Pick?

Every founder asks this question, and most get a vague answer. Here's a plain-language breakdown of how each structure works, how they're taxed, and which one fits your situation.

8 min read
Tax Planning · Volume 3

When Should Your LLC Elect S Corp Status? The Tax Math That Actually Matters

An S corp election can save a profitable LLC owner $5,000 to $20,000 a year in self-employment taxes — but only above a certain income threshold. Here's the calculation to run before you file Form 2553.

9 min read
Intellectual Property · Volume 8

Do I Need to Trademark My Domain Name? The Strategy Most Entrepreneurs Get Wrong

Most entrepreneurs waste money registering every domain extension. A federal trademark does most of that work for you. Here's the strategy that actually protects your brand online — and the one gap you need to plan for.

8 min read
Exit Strategy · Volume 11

How to Prepare Your Business for Sale: The 18-Month Exit Checklist

Most owners start preparing to sell six months too late. Here's the 18-month checklist that maximizes valuation, reduces buyer risk, and gets deals closed — from an attorney who has been on both sides of the table.

10 min read
Legal Foundations · Volumes 1 & 2

Do I Actually Need a Business Lawyer, or Can I Just Use LegalZoom?

You can file your own formation docs for $50. That's not the question. The question is what happens six months later when a contract, a partner dispute, or a tax election goes sideways.

7 min read
Tax Planning · Volume 3

The 5 Biggest Tax Mistakes New Business Owners Make (And How to Avoid Them)

Most of these happen in year one — before you even know they're mistakes. By the time tax season hits, the damage is done. Here's what to watch for from day one.

7 min read
Contracts · Volume 2

What Should Be in Every Business Contract? A Founder's Clause-by-Clause Guide

You don't need to go to law school to understand a contract. But you do need to know what the 12 clauses that actually matter are — and what happens when they're missing.

9 min read
Intellectual Property · Volume 8

How to Protect Your Business Name: Trademarks, Domains, and What Most Founders Get Wrong

You picked a great name. You bought the domain. You think you're covered. You're probably not. Here's what actually protects a business name — and what doesn't.

8 min read
Building Your Team · Volume 5

How to Hire Your First Employee Without Breaking the Law

Your first hire isn't just a business milestone — it triggers a cascade of federal, state, and local compliance requirements that most founders don't know about until it's too late.

8 min read
Managing Your Team · Volume 6

How to Fire an Employee Without Getting Sued

Termination is one of the highest-liability moments in running a business. Here's how to do it legally, professionally, and with your company protected.

8 min read
Risk Management · Volume 4

What Business Insurance Do I Actually Need? A Founder's Guide

Most new business owners either buy too much insurance or not enough. Here's what coverage actually matters, what's optional, and what's a waste of money.

7 min read
Buying a Business · Volume 10

How to Buy a Small Business: Due Diligence, Deal Structure, and What Can Go Wrong

Buying an existing business can be smarter than starting from scratch — if you know how to evaluate what you're actually getting and structure the deal to protect yourself.

9 min read
Exit Strategy · Volume 11

How to Sell Your Business: Timing, Valuation, and Exit Strategy

The exit is where the real money is made — or lost. Here's how to know when to sell, how businesses are valued, and how to structure a deal that actually closes.

9 min read