News From the Desk: January 2019

By January 15, 2019 March 4th, 2020 No Comments

As most of you know, I am currently in Australia! In addition to watching the Australian Open, I am: making lifelong friends with some of my favorite animals at the Healesville Sanctuary, the Taronga Zoo, and the Melbourne Zoo; learning about two inspiring Australian artists at the Baldessin/Whiteley: Parallel Visions exhibit at the Ian Potter Centre: NGV Australia; discovering some insights about Australia’s early prisons and judicial system at the Old Melbourne Gaol; and taking a scenic ferry across the Port Phillip Bay to visit the historic Nelson Place, Melbourne’s first seaport.

Meanwhile, I truly appreciate that my team is holding down the fort for me in my absence!

Stacey in Australia

On January 8, Sherry attended the MAMA Seattle presentation by Alyssa Jarman on financial planning. Sherry looks forward to continuing her service on the MAMA Seattle board for another year.

Taking this Australia trip was one of my long term dreams. What are your dreams and goals for the new year? As your business grows, and your personal life evolves in new directions, our firm can support you through these changes by creating or updating needed business and estate planning documents to match your circumstances. We stand ready to help you meet your goals and dreams in 2019!

Recent Updates from Our Blog

The Grand Finale – Closing a Business Purchase and Sale Transaction

Over the past few months, Stacey has been blogging about the very detailed process of a business purchase and sale. In her final post in the series, Stacey describes what the grand finale of a business purchase and sale transaction – closing the transaction – looks like.

Business Succession Planning for Businesses with Multiple Owners

Sherry has been writing about why succession plans are imperative for business owners. In this post, she discusses how to best plan for succession when there are multiple owners.

Taking a Long Vacation? What Happens if You Cannot be Reached?

Are you a small business owner who enjoys backpacking in the remote South American jungle? Adventure is wonderful, but will your business and your personal financial matters back home be compromised if you cannot be reached? In this post, Stacey suggest that a Limited Power of Attorney might be a good option to allow someone to handle important business while you’re away.

Photo credits: and Pexels

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