Ways to sell or transfer a business
Consider the options: ESOP, transfer, sale, or management buyout?
Insurance, Annuities, and Investments
Blog Listing
Juneteenth: Understanding the resolve, overcoming the gap
The history behind the holiday lends hope for conquering continued disparities.
It pays to establish business valuations
Business owners need to understand valuation and why it’s critical for their future.
COVID-19 reinforced the importance of key employee retention
Develop a benefit package that will help keep your current employees loyal and attract the best talent.
Retirement planning: A major blind spot for business owners
Our survey indicates many are underestimating their financial reliance on the business postretirement.
Keeping your retirement plans in sync with your business
Are you a small business owner planning for retirement? Estimate the value of your business.
3 reasons an entrepreneur needs life and disability insurance
Besides protection, a policy can be a versatile tool for the business owner.
How a 3(38) fiduciary can help employers meet retirement plan needs
This kind of investment manager can lighten a firm’s workload and liability for investment decisions.
Knowing the value of your business
When it comes to putting a price on the business, too many owners decide to go it alone.
Can your business continue without you or your partner?
Preparing for the unexpected may help you avoid unpleasant outcomes, like liquidation.
5 common business decisions that can impact your personal finances
The two sides of your life are distinct yet interdependent, which makes coordination essential.
Forming an advisory council
Is an advisory council, comprised of your business peers, right for your business?
Looking to start a business? You need a market, means, and mindset
Beyond passion, proper analysis and funding are necessary to make a venture a success.
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.
Build a recurring revenue program for your business
It can help improve cash flow and drive gains in the value of your firm.
6 ways life insurance can help with estate planning
In addition to protection, life insurance can offset challenges that arise in passing on an inheritance.
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.
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