News and Updates
What Private Equity Looks for Before They Make You an Offer
Selling a business is not something you prepare for in the final months before going to market. The work that actually determines your valuation happens two to three years before […]
PE Exit Prep, Offshore Account Reporting, and Protecting Collector Vehicles with Hagerty’s Trent Abbott
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we begin by walking through what a business owner should be doing in the lead up to […]
The Entrepreneur’s Retirement Problem: What to Do When Your Business Is Your Only Asset
If you have spent the last two decades building a business, you have probably made the same calculation over and over: the highest return on your money is reinvesting back […]
Selling Rental Properties Without a Massive Tax Bill: What You Need to Know About Delaware Statutory Trusts
Many of our clients reach a point in life where they are ready to simplify. The properties that once felt like smart investments start to feel like obligations. If you […]
Delaware Statutory Trusts, Illiquid Business Wealth, and Designing Legacy Homes
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we begin by discussing whether a Delaware statutory trust can be a practical way for real estate […]
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