Business Continuity – McInnes Group

Split-Dollar in Practice: Modern Uses for Retention, Succession, & Wealth Transfer

Split-Dollar in Practice: Modern Uses for Retention, Succession, and Wealth Transfer When we sit down with the owners of mid-market firms, the conversation often begins with a singular anxiety: “How do I safeguard what I’ve built while rewarding the people who helped me build it?” The challenge for a business owner is to balance day-to-day ... Read more

Key Person Risk: The Hidden Liability on Your Balance Sheet

Key Person Risk: The Hidden Liability on Your Balance Sheet Introduction When we look at the balance sheet of a successful mid-market company, we see the usual suspects: physical assets, accounts receivable, and cash reserves. But there is a glaring omission that often represents the greatest threat to a company’s valuation: Key Person Risk. A ... Read more