Notes from the quarterly letter and short pieces on land, business, and family money decisions.
The headline number on a business sale is not what lands in your account. Between taxes, debt payoff, and deal terms.
Wade Hollis · September 5, 2026
A conservation easement can lower the land's taxable value and bring a deduction, but it also limits what your kids can do with the ground forever.
Wade Hollis · September 5, 2026
Most of what a ranch sale nets your family is decided before the listing goes up. The order of the decisions matters more than the price.
Wade Hollis · September 5, 2026
Keeping one section out of a ranch sale changes taxes, income, and management for decades. Here is how to weigh that choice.
Wade Hollis · September 5, 2026
For Montana contractors planning a sale, a credible successor already in place often raises what a buyer will pay for the business.
Wade Hollis · September 5, 2026
What it means when a Montana land sale severs mineral rights from the surface, and why the resulting income needs a different plan than the rest of the.
Wade Hollis · September 5, 2026
Skip the reading. Sit down with one of us, no pressure, and get a straight answer about your land, your business, or your family's next chapter. You will hear from one of us within one business day.
Schedule a ConversationMost years we run a small evening seminar in a Bozeman meeting room, folding chairs and a projector, walking through things like what a conservation easement does to a ranch sale or how mineral rights get handled at closing. Families ask questions out loud before anything gets written down.
You'll also find us at the county fair and behind the youth rodeo team we sponsor, and every summer we host a client appreciation barbecue that's become one of the best afternoons of the year for a lot of the families we work with.
