Business Law
Business Planning: The Business Case for BusinessDocx™: Helping WealthCounsel Members Grow Business Planning Practices
We are excited about BusinessDocx because we think that business planning is closely linked to your existing estate planning practice and we are convinced that it can be a significant profit center for your practice. Growing your business planning practice can help insulate it from the fluctuations caused by the ebb and flow of estate tax conversations in Washington. You’ll also be better equipped to meet the business needs of your clients and increase the value you provide them. You will also be a more attractive referral destination for CPAs, other attorneys, and insurance professionals, all adding to your firm’s bottom line.
To learn more about BusinessDocx and to access the article, please fill out the form below.
Complete the form to get your free guide
Related Resources
Flexible Tax Strategies Now Needed in Succession Planning for Business Owners
Minority interest discounts may no longer make sense for family businesses. Help your clients with a smart, flexible tax planning strategy for succession planning.
Learn More
Business Succession Planning: How to Coordinate an ESOP Exit Strategy with an Estate Plan
In the right situation, an Employee Stock Ownership Plan (“ESOP”) can be an effective business succession planning tool for helping owners of closely-held businesses successfully exit the business while preserving the future viability of the business.
Learn More
Succession Planning for Solos: Peace of Mind for Your Family, Opportunity for Your Practice
Succession planning offers clients peace of mind in the event of an attorneys death or incapacity.
Learn More