Ways to increase the value of your business
Three keys to maximizing the value of your business.
Insurance, annuities, and investments
Blog Listing
Times to know the value of your business
When you review what your business is worth, you can plan more realistically
Understanding the different ways to value your business
Since your business may be your most valuable asset, it’s important to know what it’s worth.
Funding a buy-sell agreement
There a variety of ways to fund a buy-sell agreement for your business.
Ways to sell or transfer a business
Consider the options: ESOP, transfer, sale, or management buyout?
Estate equalization for business owners: How to do it
Dividing an estate should be easy math, but for business owners the largest asset is often illiquid.
It pays to establish business valuations
Business owners need to understand valuation and why it’s critical for their future.
How business owners can use life insurance to help in retirement
Business owners are finding that the traditional means of funding a comfortable retirement may not be enough.
7 ways to engage millennials in your workplace
How do you deliver workplace benefits to engage the millennial generation?
Employee retention: 3 key points
Here are ways for a business to attract and retain great employees.
Setting financial goals: Using the 5-10-15-20 concept
Aiming for targets in 4 key areas will set an overall plan for your strategic financial objectives.
What owners should know about Qualified Sick Pay Plans
You can help protect your business from a key employee loss by funding a Qualified Sick Pay Plan.
Keeping your retirement plans in sync with your business
Are you a small business owner planning for retirement? Estimate the value of your business.
Setting financial goals the 5-10-15-20 way. Goal #3: Retirement
Contributing to qualified retirement plans is just part of the equation.
Setting financial goals the 5-10-15-20 way. Goal #2: Savings
Set a plan for your savings goals as part of a long-term financial strategy.
Setting financial goals the 5-10-15-20 way. Goal #1: Income
Don't ask how much you will make, but how much you could make.
Setting financial goals the 5-10-15-20 way. Goal #4 Debt
View the elimination of debt as a long-term financial goal and create a schedule and plan.
Understanding voluntary benefits
Business owners, a successful benefit program can improve overall employee productivity.
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