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Delap CPA, Author at Delap CPA

13 Feb

Success That Lasts–Episode 3: Maintaining the Family Business with Mark Wickman

February 13, 2020 | By | No Comments

Jared Siegel chats with Mark Wickman, founder of Family Business Council and author of The Family Business Teeter Totter, in this week’s episode of Success That Lasts. Mark has been a business owner for over 25 years. His role as a family business counselor, as well as his experience as a financial advisor, allows him […]

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30 Jan

Success That Lasts — Episode 2: Navigating State & Local Taxes

January 30, 2020 | By | No Comments

Jared Siegel’s guest on this week’s Success That Lasts show is Harriet Strothers, state and local taxes (SALT) expert, CPA and advisor at Delap. Having worked in both public and private accounting, her understanding of both sides allows her to help her clients in innovative ways. She chats with Jared about the new Corporate Activity […]

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16 Jan

Success That Lasts – A Delap Podcast

January 16, 2020 | By | No Comments

Introducing “Success That Lasts,” a podcast that explores the questions, strategies, and experiences that create clarity and confidence surrounding your financial decisions. Hosted by Jared Siegel (Partner and leader of the Delap Wealth Advisory practice), each episode  goes behind the scenes with business owners, real estate investors and industry consultants to deconstruct the complicated topic […]

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20 Apr

Business Valuation: 5 Reasons Why It’s Important

April 20, 2018 | By | No Comments

At some level, we all recognize that we will leave our businesses some day. While you may not yet have a vision for your life after the business, you do understand that your exit from your business is likely to be the largest, most important financial transaction of your life. Does it make sense to […]

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16 Apr

Business Growth by Acquisition

April 16, 2018 | By | No Comments

This white paper is dedicated to the owner seeking to exit his or her business in style. In this white paper, you will learn:   How to increase the value of your business through acquisition How to become a prepared buyer The attorney’s role in the acquisition process Typical reasons for acquisition Warranties and representations […]

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