On this page, you will find resources from the recent 2015 Heckerling Institute on Estate Planning (January 12-16, 2015).

Breakfast Session Slidedeck


Unlocking Private Company Wealth: Advising Your Clients in Monetizing Their Illiquid Wealth



Unlocking Private Company Wealth


Unlocking Private Company Wealth is all about managing the wealth represented by your ownership of a private business. The book calls for business owners to treat their illiquid, private company wealth with the same care and respect as their liquid wealth and retirement funds.

Buy-Sell Agreement for Closely Held and Family Business Owners


Buy-Sell Agreements for Closely Held and Family Business Owners provides a roadmap to business owners and their advisors to develop or improve their buy-sell agreement.

Buy-Sell Agreement Checklist


The updated and revised Buy-Sell Agreement Review Checklist is a streamlined review tool that addresses the many obvious, yet overlooked, valuation issues related to buy-sell agreements.

To discuss a transaction or valuation issue in confidence, please give us a call.