The Mercer Street blog
Practical writing on tax, business, estate, and investment decisions from a CPA and CFP® in Houston.
Houston business owners: Learn everything you need to know about private equity rollups, from how this acquisition strategy works to the critical tax planning and financial planning steps you must take before selling your business to maximize your wealth and secure your retirement.
If you’re a Houston business owner who just received a $25 million offer for your company, congratulations — and slow down.
Advanced tax planning strategies for small business owners, from retirement plans and entity structure while you operate the business to planning moves before and after you sell it.
Guide to basic financial planning strategies for business owners.
If your auto, homeowners, or health insurance premiums increased, you’re not alone. Learn more about why this is happening and what you can do about it.
Between state and federal regulations, discover how you can navigate inheritance tax from deductibles to gift tax.
A comprehensive plan is $5,000, with our best rate of $450 per hour afterward. Limited-scope advice without a plan is $600 per hour with a 2-hour minimum. No asset minimums or commissions.
