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August 10, 2026

Buyers Pay Less When a Company Can't Run Without You

The short answer: When a business can't operate without its owner, buyers pay less - typically leaving 15% to 40% on the table compared to what a comparable, independently-run business would command.

August 7, 2026

The Pro-Rata Rule That Ruins a Backdoor Roth for Owners

The backdoor Roth IRA only works cleanly if every traditional-type IRA you own - including your SEP-IRA - carries a zero balance on December 31 of the conversion year.

August 5, 2026

SEP-IRA vs Solo 401(k): which shelters more for one owner

If you have no non-spouse W-2 employees and earn less than roughly $250,000 in net self-employment income , a Solo 401(k) will almost certainly shelter more money from taxes than a SEP-IRA - often by $24,500 or more in a single year.