Backwards financial planning and long-term care
Taking the opposite approach to planning for care in your later years can be costly.
Insurance, Annuities, and Investments
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Will the size of your market support your growth plans?
The more customers your business can claim, the more likely you can increase profit margins.
Improving your credit score: It pays off
Maintain your credit score with sound financial strategy, less debt, and fewer credit cards.
Build a recurring revenue program for your business
It can help improve cash flow and drive gains in the value of your firm.
What financial documentation do I need to sell my business?
Are you an owner wondering what papers you need for the deal? Here's an FAQ.
7 sales and marketing ideas to help strengthen your business
A sound strategy can add value to your firm and make it attractive to a potential acquirer.
Family businesses need shared values and effective communication
It’s usually not generational differences that disrupt family businesses, but individual ones.
Estate planning for business owners is more than wills and trusts
There are many strategies to explore that can help facilitate the smooth transfer of your business.
5 risks that could threaten business value
Before you grow your business, you should identify and address risks that threaten success.
Document your business operations to attract potential buyers
For buyers to make a good offer, they must be confident that they understand how your company operates.
A strong team: At the intersection of strategy & tactics
As a business matures, it may need more leaders than followers.
How to fall in love with your business again
Remember what made your business exhilarating in the past and what might help recapture that feeling.
Unlock the wealth that’s trapped in your business
While your business can generate consistent profit, it is often an illiquid asset.
Choosing the right entity for your business
How you operate should depend on factors such as legal liability, taxation, and ease of transfer.
Preplanning a memorial service, together
It can help to discuss wishes and costs with family and friends beforehand.
Business owners: Gauging your exit readiness
A successful business exit strategy takes planning and should cover five areas.
Business owners: What’s your margin?
Knowing your net margin is a prerequisite for exiting your business on your terms and realizing its full value.
Funeral costs and considerations
Be aware of costs and know your rights when planning a funeral.
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