Tag: clients

  • 5 Key Factors to Consider When Choosing a Real Estate Location

    5 Key Factors to Consider When Choosing a Real Estate Location

    Location3 Location, location, location. It’s a mantra drilled into the heads of every aspiring real estate investor, and for good reason. A property’s location can make or break its value, often trumping even the most impressive property itself. So, when it comes to choosing where to invest your hard-earned cash, it’s crucial to do your research and identify a winning location. In a Nutshell…

  • Tax Essentials for Real Estate Pros

    Tax Essentials for Real Estate Pros

    Get to Know the Basics In a Nutshell The most important concept is to remember to get professional tax advice and involve a CPA to acheive the best results. The following are the basic top-of-mind reminders that may serve your clients. The list is by no means extensive. New rules and changes develop every year.…

  • Taxes and Selling Your Business

    Taxes and Selling Your Business

    A Guide for Business Owners In a Nutshell As business brokers, it is our job to highlight potential risks and concerns to our clients. The most important take-away is to recommend that our clients get professional advice in each relevant field. Here are some top-of-mind tax considerations worth sharing with business owners. 1. Capital Gains…

  • The Ideal Business Broker Client: Industry Selection Guide

    The Ideal Business Broker Client: Industry Selection Guide

    Industries where Business Brokers shine: In a Nutshell Pros: Cons: Examples: Industries where Business Brokers might hesitate: Pros: Cons: Examples: Navigating challenges: To succeed in diverse industries, brokers can: Remember, choosing the right client depends on your brokerage’s expertise, risk tolerance, and market access. Weigh the pros and cons of each industry to find the…