Whether you are preparing your first estate plan or revising an existing one, we can help protect your assets for future generations to come.
As an entrepreneur, CPA, and attorney with more than 40 years of experience, Stuart Sorkin’s unique background allows him to assist owners and executives with complex decisions regarding integrating their personal and financial goals with the appropriate growth or exit strategy for the business.
Mr. Sorkin is the co-author of Expensive Mistakes When Buying & Selling Companies…and How to Avoid Them in your Deals. He has been interviewed by the Wall Street Journal, Time Magazine, USA Today, Money Magazine, and BankRate.com, and other business publications on a wide range of business, financial, and tax issues. Mr. Sorkin is a frequent lecturer on minimizing estate income taxes while buying and selling businesses. View a sample of our latest video series from a recent seminar. If you are interested in having Stuart Sorkin speak at one of your events, please contact us.
Learn how to avoid costly mistakes that many business owners make in M&A transactions.
Benefit from Mr. Sorkin years of experience all packed into insightful articles.
Are you ready to align your personal and business goals for growth or a successful exit? Contact us today and let us help you achieve your goals.