Financial Planning and Optimization

Related News

An Estate Planning Opportunity for Owners of Companies Impacted by Recent Events

An Estate Planning Opportunity for Owners of Companies Impacted by Recent Events

The recent efforts by the Department of Government Efficiency (DOGE), new tariffs going into effect, and the looming March 14th deadline to avoid a U.S. government shutdown have significantly impacted companies operating in certain segments of the market. For the owners of those companies feeling the brunt of these recent developments, there’s an opportunity to take advantage of the historically high lifetime estate tax exemption amounts […]

read more
2024 Middle Market M&A Year in Review

2024 Middle Market M&A Year in Review

The McLean Group’s 2024 Middle Market M&A Year in Review examines the latest mergers and acquisitions trends in the Defense, Government, Intelligence Services, Security, Critical Infrastructure, and Marine sectors. Explore key insights, industry data, and M&A activity shaping these critical markets. Stay ahead with our comprehensive analysis. […]

read more