Paxton Financial Services

11/04/2026

A profitable company can still depend heavily on its owner. Bill LaPiana, CEPA®, explains how to find where your business relies on you and test its readiness before a transition.

Strong profits don’t always mean a business is ready to transfer. Bill LaPiana, CEPA®, on owner dependency, delegation and testing exit readiness.

11/04/2026

A 1031 exchange involves more than reinvesting sale proceeds. Existing debt can materially affect how an exchange is evaluated and structured.

Selling leveraged investment property? Learn how debt, equity, replacement value, and transaction structure may affect a 1031 exchange.

11/04/2026

rushed decisions. Here is what real estate owners should consider before a sale closes.

A 1031 exchange moves quickly. Learn what real estate owners should review before closing, including timing, debt, liquidity, and replacement property.

11/04/2026

The right retirement plan depends on more than contribution limits. Compare how 401(k), profit-sharing, and defined benefit plans differ.

Compare 401(k), profit-sharing, and defined benefit plans, including 2026 limits, funding responsibilities, flexibility, and business considerations.

11/04/2026

Learn how a 1031 exchange and DST may fit into the sale of appreciated self-storage property.

Selling self-storage or other investment real estate? Learn how 1031 exchange deadlines, DSTs, debt replacement, diversification, and tax considerations may fit into the planning process.

11/02/2026

Every one of those messages is a compliment. Your best client trusts you, wants you, and would rather deal with you than anyone else.

To a buyer, it can look different. When key relationships, pricing decisions and renewals all run through the owner, a buyer may ask what happens to that revenue once the owner steps away.

That doesn’t mean a business with a hands-on owner can’t sell. It means the question is coming, and the answer may influence how a buyer evaluates the business.

Before the buyer starts asking questions, ask them yourself.

Start a conversation at PaxtonFS.com.

10/30/2026

Owners rarely think about the last distribution until it’s already happened.

While you own the business, income is something the company produces. After a sale, that stops. The proceeds take on a job they’ve never had before: replacing a paycheck, possibly for decades.

That shift raises new questions. How much can be drawn each year, and from which accounts? What happens if markets fall in the first years of withdrawals? What does the sale price actually become after taxes, fees and debt?

These questions are easier to work through before closing than after.

If a transition is on your radar, now may be a good time to start the conversation. PaxtonFS.com

10/28/2026

Your business’s sale price and the capital you’ll need afterward are two different numbers. Bill LaPiana, CEPA®, explains how to compare them before a decision becomes urgent.

A business can be valuable without funding everything you need after a sale. Bill LaPiana, CEPA®, explains how to identify a potential gap early.