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Registered Rep. June 19, 2012 Alan Lavine	Best Small Business Insurance Strategies Few financial advisors counsel their small business owner clients on insurance, but they should. Insurance funded by buy-sell agreements is essential for most of these clients.
Investment Advisor August 2007 Thomas D. Giachetti	Internal Medicine Because of the "graying" of the industry, it is increasingly important for advisory firms to consider succession planning issues, whether via internal succession or an external acquisition or sale. Critical to any successful succession is having the appropriate underlying documents in place.
The Motley Fool June 27, 2006 Dan Caplinger	Protecting Your Small Business If your business partner moves on, make sure your business can still prosper.
Inc. November 2006 Stephanie Clifford	How To Write a Buy-Sell Agreement Along with a general agreement about ownership and responsibilities, every business with multiple owners needs a buy-sell agreement.
Financial Planning March 1, 2007 Tere D'Amato	Buy-Sell Review If your financial advisory clients are business owners, updating their buy-sell agreements should be a regular exercise.
Commercial Investment Real Estate Nov/Dec 2010 Cara Lowe	Business Breakups Preparation pays off when partnerships dissolve.
Financial Planning May 1, 2008 Jeanne Lee	Protection Money Financial planners can cement their position as trusted advisors to small business owners by starting conversations about succession plans that provide a legacy for their families.
Global Services January 24, 2008	Negotiating Service Deals with Equity Services transactions with an equity component are complicated and are associated with a wide range of risks factors. However, they can create positive financial returns if structured carefully. Here are a few guidelines on how to structure such transaction agreements.
Financial Planning January 1, 2007 David Grau	The Impact of Taxes When it comes to taxes, financial services practice succession isn't always well planned. What you don't know can hurt you, at the worst possible time.
Financial Planning November 1, 2007 David Grau	Protecting Equity As independent advisors move to evaluate, build and realize the equity in their growing practices, one holdover succession practice threatens to undermine their progress.
PHONE+ December 30, 2009 Liu & Crowe	Contracts: What Are the Basic Components of an Agent Agreement? A well-drafted agreement will define the rights and responsibilities of the parties involved, so as to minimize the risks that come from uncertainty and misunderstandings.
Financial Planning October 1, 2009 Martin M. Shenkman	Succession To-Do List Succession planning is a vital component of every estate and financial plan for every professional client and business owner. Here are ten succession planning tips.
HBS Working Knowledge January 21, 2015 John A. Davis	Managing the Family Business: Market Basket's Lessons About Buyouts As the Market Basket CEO showdown demonstrated, family businesses can be messy affairs -- and buyouts the best solution to conflict. So why don't we see more of them?
Registered Rep. March 1, 2007 Ayres & Jones	It Takes a Team When helping a family-owned business develop a succession plan, the financial advisor must act as the quarterback (checking his ego at the door) to get all the right people to cooperate.
Registered Rep. August 1, 2005 Janet Arrowood	When a Partner Leaves What many partners should do -- and what any rep with an insurance license can help with -- is to fund a buy/sell agreement with life insurance. Before you can come up with the appropriate insurance solution, it is important to understand the thinking that went into the structuring of the buy/sell agreement.
Financial Planning June 1, 2011 Martin Shenkman	Filed Away Every advisor knows to ask a potential client whether he or she has a will, a living trust or an insurance trust. But if an advisor wants a thorough picture of a prospective client's estate plan, the line of inquiry has to be broader.
Investment Advisor April 2007 Thomas D. Giachetti	First, Hold On to Your Clients Before selling your investment advisory firm, make sure restrictive covenants are in place.
Pharmaceutical Executive July 1, 2011 Todd C. Davis	Seeing the Fire Behind the Smoke While crafting license agreements involves all of the tactical tradeoffs expected in a negotiating dynamic, one should try to pay attention to these 10 licensing pitfalls.
Information Today December 6, 2012 George H. Pike	`Window' for Terminating a Copyright Transfer Agreement Opens in 2013 A little-known provision of the Copyright Act of 1976 could wreak further havoc on a publishing industry already struggling to deal with the transition from traditional print formats to digital content.
Commercial Investment Real Estate Sep/Oct 2010 Sing & Feigl	Prepare to Work Out A plan strengthens your position in contract renegotiations.
Financial Planning March 1, 2012 Martin Shenkman	Planning for Lawyers Lawyers make great referral sources for planners. But dealing with them as clients is anything but simple.
Financial Advisor February 2005 Eva Marer	A Big Practice Without Managing Assets Financial adviser Rich Rojeck has cultivated a high-net-worth---and highly illiquid---clientele.
Entrepreneur June 2004 Joan Szabo	Estate of Affairs Don't play beneficiary roulette when it comes to your estate plan. Keep the future of your business in mind when making plans for your estate.
Inc. August 2007 Tom Nawrocki	Family Planning: A Rough Guide to Business Succession Here are some pointers and resources to learn more about succession planning.
Financial Advisor November 2012 Karen DeMasters	Unforeseen Entanglements Couples who live together but aren't married face their own planning hurdles.
Financial Planning July 1, 2009 Donald Jay Korn	Filling the Gaps Clients who own small businesses are likely to face problems in this uncertain economy, and financial planners can help address at least some of their issues.
Investment Advisor January 1, 2011 Mark Tibergien	The Day You Call It A Day The majority of advisors who wish to retire in three years are no more prepared for their exit from the business than those who plan to retire in 10 years.
Commercial Investment Real Estate Nov/Dec 2012 Christopher H. Volk	To Lease or not to Lease? That is the question corporate managers must answer.
Financial Planning September 1, 2009 Hamburger & Walter	The Missing Piece Succession issues arise with every business, but they're more personal and are subject to more emotions in an entrepreneurial, closely held, professional services firm.
Financial Planning October 1, 2011 Matthew F. Erskine	To Collect and Protect The owners thought estate planning wouldn't take much. With unique assets, things aren't always so straightforward. Owners of such assets - such as family businesses, legacy real estate and valuable art, coin and other collections - need to consider specialized risk management.
Information Today September 16, 2014 George H. Pike	Federal Court Holds 'Browsewrap' Agreement Unenforceable In a decision that raises questions about the legality of "browsewrap" agreements on ecommerce websites, a California court ruled that a browsewrap agreement in the form of a hyperlink to a separate webpage is not enforceable.
Commercial Investment Real Estate Jul/Aug 2013 Steve Zorich	Off Balance Do commercial borrowers benefit from bank relationships?
Investment Advisor February 2007 Susan L. Hirshman	Prenups and Protection Although a number of financial planning aspects are key to a marriage, the prenup may be moving higher on some of your wealthier clients' priority lists.
Financial Advisor April 2005 David J. Drucker	Moving On How financial advisory firms are dealing with planners who leave, and take clients with them.
Commercial Investment Real Estate May/Jun 2012 Sing & Feigl	Letters of Intent No one wants to waste time and money on a deal that the parties will never complete. A well-drafted, nonbinding letter of intent can be a valuable first step in determining whether there is a deal to be made before too much expense has been incurred.
Financial Advisor October 2004 Chaplin & Giachetti	Contingency Planning And Rule 206(4)-7 What must a financial advisor do to comply?
Insurance & Technology September 25, 2009 Anthony O'Donnell	Zurich and CSC to Negotiate on $2.4 Billion IT Services Deal The services contract will cover data center and IT infrastructure managed services in Europe and North America, should an agreement be reached.
Financial Advisor May 2011 Daniel Bernstein	The Goldilocks Dilemma The greatest problem with client agreements today is the shortcut approach too many advisors take.
Financial Advisor March 2005 David L. Lawrence	Merging Options Five steps may help you avoid pitfalls and make your financial advisory practice merger a success.
Commercial Investment Real Estate Jan/Feb 2009 Steven P. Heller	Signing Strategies More than ever, real estate deal makers must consider the legal context to understand the precise point at which they do -- and don't -- have enforceable written agreements.
InternetNews October 29, 2009	Yahoo, Microsoft Still Negotiating on Search Deal It's taking longer than expected for the two search giants to come to an agreement.
Investment Advisor June 2007 Thomas D. Giachetti	Look Before Leaping For financial advisors, there are many issues to be reviewed before making a decision to leave your current employer. Experienced counsel should be consulted. Every case has similarities, and every case has differences.
The Motley Fool May 2, 2005 Jim Mueller	Sportsman's Guide's Red Flag How many stock options is the outdoor gear seller giving out? And it wants more? Here's an investor's red flag.
Information Today December 3, 2015	CHORUS Helps NSF Disseminate Its Research Results CHORUS signed an agreement with the National Science Foundation to help expand the agency's public access to its research results in accordance with its public access plan from early 2015.
InternetNews January 26, 2010	Groups Call for Counterfeit Agreement Openness Criticism mounts as negotiations press forward in landmark international IP agreement.
Entrepreneur November 2006 Carol Tice	Lost in Transition If you don't take steps to ensure your company's future now, you may not have the chance later. Here's how to plan for a smooth business transition.
CIO June 15, 2010 Karlyn & Overly	How to Protect Your Company from Vendors Who Don't Deliver Heed the warnings from recent legal cases and business scandals. Before you sign that deal with an IT vendor, make sure you know what you'll do if your supplier doesn't keep its promises.
Commercial Investment Real Estate Jan/Feb 2011 Andrew Maguire	Deposit Disputes How can transaction parties avoid earnest money conflicts?
The Motley Fool April 17, 2007 Roy Lewis	I Can't Afford My Taxes! Some suggestions on what to do if you owe more than you expected.
Financial Planning June 1, 2010 Martin Shenkman	"Nothing Has Changed" Clients may be inclined to ignore the obvious and they're losing out on an opportunity to upgrade their estate plans.