Ellerbrock-Norris Wealth Strategies

08/04/2026

North Carolina just made history: it's the first state to fully ban third-party litigation funding.

Here's why that matters even if you don't operate there – this practice has been quietly inflating settlements and fueling "nuclear verdicts" for years, and the costs get passed down to every policyholder through higher premiums.

We break down what the law does, why it passed almost unanimously, and what it signals for the rest of the country.

Read the full breakdown: https://hubs.li/Q04rVPwD0

North Carolina has banned third-party litigation funding, impacting businesses statewide. Learn why this law matters and how to prepare for potential risks.

06/02/2026

Every business owner will exit eventually. The question is whether you're ready when it happens.

Most aren't – not because they haven't thought about it, but because they've never actually worked through what it takes. Personal goals, succession structure, what happens if things go sideways before you're ready. It's a lot to unpack.

Learn more: https://hubs.li/Q04jrG3w0

Ready to take get an even better look at where you stand? Take our Exit Readiness Assessment: https://hubs.li/Q04jrJRp0

Learn how to navigate the inevitable exit as a small business owner with these 4 key questions. Plan for success now to secure your future and legacy.

04/18/2025

What’s your business really worth — and how do you protect that value?

We dove into this at yesterday's Exit Planning Lunch & Learn, covering strategies that help business owners plan smarter, reduce risk and build a more valuable exit.

Want to learn more? Let's chat – we’ve got resources to get you started.

04/14/2025

It’s not too late! 🚨

There’s still time to register for our Lunch & Legacy: Business Exit Planning Seminar on April 17! Don’t miss this chance to learn from experts about building a strong exit strategy, minimizing taxes, and ensuring your business’s legacy thrives.

🔗 Register here: https://hubs.li/Q039RlNk0

04/02/2025

Are you ready for your business exit? Even if it's still a few years away, planning early can make a huge difference.

Join us on April 17 for our Lunch & Legacy seminar where you’ll learn how to:

✔ Maximize your business’s value
✔ Build a solid exit strategy
✔ Navigate tax strategies for a smooth transition
✔ Plan for life after the exit

🔗 Reserve your seat now!
https://hubs.li/Q039RqkR0

04/01/2025

Tax season is almost here, and for many, it brings some big questions. Why did I owe so much? Should I have gotten a refund?

If you’re a business owner, these surprises could be a sign it’s time to revisit your tax strategy.

Check out our latest blog for a quick breakdown of what you need to know as the deadline approaches: https://ellerbrock-norris-ws.com/insights/tax-season-is-here-are-your-withholdings-on-track

Stay on top of tax season with tips on managing withholdings and estimated payments to avoid penalties and optimize your financial strategy.

03/18/2025

The clock is ticking – do you have a business exit strategy in place? ⏰

On April 17th, we’re bringing experts to our Omaha Lunch and Legacy to guide you through the business exit process. The seminar features:

👤 Chuck Laverty – Director of Business Solutions at Buckingham Strategic Wealth, specializing in business valuation and transitions.
👤 Ben Woods, CEPA – Chief Stewardship Advisor at ENWS, helping business owners plan for the next chapter.
👤 Seth Cave, CFP®, CEPA – Financial Planner at ENWS, focusing on tax and estate planning for business owners.

🔗 Don’t miss out—register today!
https://hubs.li/Q039RhPh0

03/07/2025

Join us Thursday, April 17th, for our Omaha Lunch & Legacy seminar! 🌟

Exiting your business is a major decision, and the right strategy is key to a smooth transition. Learn how to maximize value, navigate tax considerations, and secure your legacy – whether you plan to sell, pass it down, or explore other options.

🔗 Reserve your spot today!

https://hubs.li/Q039RrsT0

03/22/2024

If you're considering to sell your business in the next 10 years, start the process today.

Finding a Certified Exit Planning Advisor will give you the assistance and planning you need, as well as their network of legal and financing options.

We can help provide insights and recommendations to help you make informed decisions, optimize your exit strategy, and address potential challenges with confidence.

Learn more: https://hubs.li/Q02lv6Dj0

01/16/2023

6️⃣ ways to ring in the new year with a fresh look at your financial plan.

Click to read ---> https://www.ellerbrock-norris-ws.com/blog/ring-in-the-new-year-with-a-fresh-look-at-your-financial-plan