Jeff's Blog

Thoughts from Our Managing Partner and Other M&S Thought Leaders

An old business adage says, "Sales is a numbers game." In other words, the more potential buyers you face, the better your chances of making sales. This isn't completely true, of course; success also depends on execution. Nonetheless, when a company builds a pipeline to funnel prospects to its sales team, it will increase the opportunities for these staff members to strike and close deals. Here...
The Tax Cuts and Jobs Act (TCJA) affects more than just income taxes. It's brought great changes to estate planning and, in doing so, bolstered the potential value of dynasty trusts.  Exemption changes Let's start with the TCJA. It doesn't repeal the estate tax, as was discussed before it was signed into law. For the estates of persons dying, and gifts made, after December 31, 2017, and before...
Most business owners want to grow their companies. And one surefire sign of growth is when ownership believes the company can expand its operations to a second location. If your business has reached this point, or is nearing it, both congratulations and caution in order. You've clearly done a great job with growth, but that doesn't necessarily mean you're ready to expand. Here are a few points to...
Late summer and early fall, when so many families have members returning to educational facilities of all shapes and sizes, is also a good time for businesses to creatively step up their business development efforts, whether it's launching a new marketing campaign, developing future employees, or simply generating goodwill in the community. Here are a few examples that might inspire you. Becoming...

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