Watch Lee’s Segment OBBBA exit planning and AI disruption are central themes in Lee Heisman’s session, offering business owners a clear view of how the new rules and technology shifts affect valuations and exit timelines. Key Takeaways from Lee’s OBBBA Exit Planning and AI Disruption Session Lee brings a dealmaker’s perspective to OBBBA, focusing on […]
Let me tell you a quick (true) story. A client of mine in Santa Barbara runs a family business that’s been around for decades. Her goal was simple: 👉 Pass it down to her kids—no drama, no debt, no IRS nightmares. But until last week, she thought her kids would have to sell it just […]
Why Key Man Insurance Matters If your business relies heavily on one or two people to generate revenue, hold key relationships, or drive strategy — this is a question you have to ask yourself: What happens to your company if a key person dies or becomes permanently disabled? It happens. It’s unexpected. And it can […]
Let’s talk about something nobody likes to admit: You can be a brilliant business owner and still make bookkeeping mistakes—especially the kind of bookkeeping mistakes business owners make without even knowing. That doesn’t make you reckless. It makes you human. Running one business is demanding. Running multiple? That’s chaos. Add a family into the mix—especially […]