Insights & Analysis


Troy Ortiz Troy Ortiz

What You Need to Know about DBAs

DBAs, or Doing Business As names, allow businesses to operate under a different name than their legal entity. This guide explains what DBAs are, why they're important, and the steps to register one for your business.

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Troy Ortiz Troy Ortiz

Preparing to Pass Your Business to the Next Generation

Transitioning your business to the next generation requires thoughtful planning and strategy. From choosing the right successor to addressing legal and financial considerations, our guide offers practical insights to help secure your legacy and pave the way for future success.

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Troy Ortiz Troy Ortiz

Should You Protect Your Business with a Nondisclosure Agreement?

Confidential information is the lifeblood of many businesses, but protecting it can be a challenge. A well-drafted nondisclosure agreement (NDA) can safeguard your trade secrets and sensitive data, providing peace of mind when sharing information with employees, contractors, or partners. Learn when to use NDAs and what key elements to include.

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Troy Ortiz Troy Ortiz

Business Licenses and Permits: What You Need to Know to Start Your Business

Starting a business involves more than a great idea—you need the right licenses and permits to operate legally. This article breaks down the essential steps, from understanding local, state, and federal requirements to ensuring your business stays compliant. Whether you're launching a small startup or expanding a growing company, this information is critical to your success.

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Troy Ortiz Troy Ortiz

What Is a Business Divorce? 

A business divorce is the legal and financial separation of business partners. Whether caused by disputes, differing visions, or other challenges, navigating a business divorce requires careful planning and expert guidance. Understanding the process and protecting your rights are crucial for a successful transition.

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Troy Ortiz Troy Ortiz

Should You Form More Than One LLC for Your Business?

Considering forming more than one LLC for your business? This approach can offer valuable advantages like enhanced liability protection and tax flexibility. However, managing multiple LLCs requires careful planning to avoid unnecessary costs and complexities. In this article, we explore when it makes sense to establish separate LLCs, the benefits involved, and potential pitfalls to watch for.

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Troy Ortiz Troy Ortiz

Business Valuation Basics

Understanding the value of a business is crucial for owners, potential buyers, and investors alike. Whether you’re preparing for a sale, attracting investors, or planning for growth, a business valuation offers insights into what makes your business valuable. In this article, we cover the basics of business valuation, including commonly used methods like asset-based, income, and market approaches. From financial performance to industry trends, we’ll explore the factors that influence a business’s worth and guide you on the first steps to determining value.

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