by Matt Losanno | Jul 15, 2026 | Blog
Alpharetta has one of the highest concentrations of successful business owners in the Southeast. Technology companies, professional service firms, financial services practices, distribution businesses. The North Fulton corridor has built a lot of wealth over the past...
by Matt Losanno | Jun 15, 2026 | Blog
Forsyth County has added more businesses in the last decade than most people realize. If you started your company in Cumming three or four years ago and formed an LLC to keep things simple, you made a reasonable choice at the time. Low cost, easy to manage, minimal...
by Matt Losanno | Jun 29, 2025 | Blog, Exit Planning
You only sell your business once. Make it count. If you’re a business owner thinking about selling in the next few years, you’re already ahead of most. But here’s the truth: exiting a business isn’t just about timing the market or finding the right buyer — it’s about...
by Matt Losanno | Jun 29, 2025 | Blog, Tax Planning
Why the Right Strategy Can Save You More Than a Good Investment Ever Could Most people think of taxes as a once-a-year headache. Something you deal with in April, file away, and forget. But if you’re serious about building wealth, it’s time to flip that mindset. At...
by Matt Losanno | Jun 12, 2025 | Blog, Estate Planning
When it comes to building wealth, qualified accounts like IRAs, 401(k)s, and defined contribution plans are often the go-to vehicles. They offer tax deferral, potential growth, and, in some cases, tax deductions on contributions. But while they’re great for...
