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Financial Planning Resources

A Tucson business owner and his key operations manager reviewing work together in an equipment yard.

What a Section 162 Bonus Plan Actually Does

Quick Answer: A Section 162 bonus plan is an arrangement where your company…

14 AugBusiness Transition
Global Investment Strategies
Business Exit

A Guide to Exit Planning for Business Owners

Quick Answer: Exit planning for business owners is the multi-year process of preparing…

11 AugBusiness Transition
Global Investment Strategies
A CEO reviewing ESOP policies

The ESOP Repurchase Obligation

Quick Answer: An ESOP repurchase obligation is your company’s promise to buy back…

11 AugBusiness Transition
Global Investment Strategies
convert business equity into retirement income

How to Convert Business Equity Into Retirement Income: A Guide for Tucson Owners

Quick Answer: To convert business equity into retirement income, you need a multi-year…

1 AugBusiness Transition
Global Investment Strategies
separating real estate from your business

Separating Real Estate From Your Business: What Tucson Owners Should Know

Quick Answer: Separating real estate from your business puts the property in its…

22 JulBusiness Transition
Global Investment Strategies
management buyout vs ESOP

Management Buyout vs ESOP: Choosing Your Internal Exit Path

Quick Answer: A management buyout transfers ownership to a small group of key…

20 JulBusiness Transition
Global Investment Strategies
tax implications of selling a business in Arizona

Tax Implications of Selling a Business in Arizona: A 2026 Guide

Quick Answer: Arizona treats business sale gains as regular income at a flat…

16 JulBusiness Transition
Global Investment Strategies