New Episode of Transaction Talk | How to Best Plan a Strategic Family-Owned Company Exit

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Check out the latest episode of Transaction Talk featuring Bob Furlong, a financial advisor at The Bulfinch Group. Bob shares what he learned when he exited a family business that left him in debt, and how he uses his expertise to guide family-owned businesses on financial strategies and vision planning. Transaction Talk is a podcast…

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POSTED IN: Corporate & Business, News

New Episode of Transaction Talk | Buying a Business: How Foreign Nationals Can Qualify for an E2 Visa

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Check out the latest episode of Transaction Talk featuring Shiva Karimi, an Immigration lawyer and Managing Director for McLane Middleton’s Boston Office. In this episode, Shiva breaks down what it takes to qualify for an E2 investment visa, what business owners should be aware of when working with a foreign buyer, and how to best…

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POSTED IN: Corporate & Business, News

New Episode of Transaction Talk | When Do You Need a Business Exit Advisor?

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Check out the latest episode of Transaction Talk featuring Diane Hartz-Warsoff, the President of Exit Factor’s SLC & Utah County branch. In this episode, Diane talks about her role as an exit advisor, a business owner’s value to a company, and letting go of control. Transaction Talk is a podcast co-hosted by RIW shareholder Eric Sigman and Jennifer…

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POSTED IN: Corporate & Business, News

New Episode of Transaction Talk | How to Safely Sell and Transition Out of a Family Business

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Check out the latest episode of Transaction Talk featuring Aaron Fox, Managing Director at Transworld Boston, as he shares his profound insights into the unique challenges and strategies involved in selling or exiting a family business. In this episode, he discusses the intricacies of keeping sales confidential, the dynamics of family involvement in the business…

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POSTED IN: Corporate & Business, News

New Episode of Transaction Talk | Make 2024 the Best Year Ever with These Goal-Getting Habits

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Check out the latest episode of Transaction Talk featuring JT Tatem, an experienced franchise owner with Transworld Business Advisors, as he delves into the art of effective goal-setting and goal-getting. Drawing on his extensive experience and lessons learned from mentors like Brian Tracy and Zig Ziglar, JT shares valuable insights on transforming aspirations into tangible…

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POSTED IN: Corporate & Business, News

A Q&A Guide for Businesses to Navigate the Corporate Transparency Act

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The Corporate Transparency Act (CTA) has been a hot topic since its introduction, requiring businesses to adapt to new reporting obligations. We explored the Corporate Transparency Act in depth in an alert last week. Now that the CTA is effective and companies begin to report to FinCEN here are some answers to commonly asked questions…

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POSTED IN: Articles & Quotes, Banking, Finance & Lending, Corporate & Business

New Episode of Transaction Talk | Important Business Trends Happening in 2024

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Check out the latest episode of Transaction Talk featuring Andy Cagnetta, CEO of Transworld, as he shares his extensive experience in commercial real estate and business sales. In this episode, Andy reflects on the market changes from 2019 to 2023 and provides his predictions for 2024, including the challenges posed by interest rates and the…

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POSTED IN: Corporate & Business, News

Michael Rosen Named a Real Estate Leading Lawyer by Boston Magazine

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Michael Rosen was named a leading lawyer in real estate law by Boston Magazine. He is a member of the firm’s Executive Committee, and Chair of the firm’s Corporate & Business Department as well as the Commercial Real Estate and Cannabis Groups. Michael represents companies and individuals in the acquisition, development, sale, leasing and financing of complex commercial and residential real…

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POSTED IN: Commercial Real Estate, Corporate & Business, News

Navigating New Disclosures Under the Corporate Transparency Act

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The Corporate Transparency Act (CTA) generated substantial commentary throughout 2023 as businesses and advisors worked to determine compliance and reporting burdens imposed by the Act in advance of its January 1, 2024 effective date. Originally passed in 2021, the CTA is the first federal law that requires non-exempt business entities to disclose the identity of…

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POSTED IN: Articles & Quotes, Commercial Real Estate, Corporate & Business

Bethany Grazio Named a 2023 Leading Lawyer in Corporate Law by Boston Magazine

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Boston Magazine named Bethany Grazio a 2023 leading lawyer in corporate law. Bethany counsels entrepreneurs and established companies on formation and organizational decisions, private offerings and venture capital financings, and mergers and acquisitions. Bethany often acts as outside general counsel for her clients, advising them on issues ranging from leasing, vendor and customer contracts and compliance….

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POSTED IN: Corporate & Business, News