Business owners: Gauging your exit readiness
A successful business exit strategy takes planning and should cover five areas.
Insurance, Annuities, and Investments
Blog Listing
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.
Business owners: Which buy-sell arrangement is right for you?
There are several types of arrangements, each with its own advantages and disadvantages.
How one type of annuity can fit into a business owner's retirement
Why owners should look to deferred fixed annuities, not just the business, for retirement income.
How business owners document success
Listen to a podcast about the right documentation to protect your business.
Strong teams build strong businesses: Here’s who can help
To help your business you need a combination of talent, expertise, and passion as well as coordination.
Should you stay in charge or leave the business?
Making the choice between running the business forever or exiting into retirement.
How to be a great workplace for parents
Savvy companies can become great places to work with parent-friendly policies.
The freelancer's benefit checklist
Insurance and benefit choices can be harder and more expensive for freelancers to navigate alone.
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.
Ways to sell or transfer a business
Consider the options: ESOP, transfer, sale, or management buyout?
Managing cash flow is both important and urgent
Tracking the amount of cash that will flow into and out of your business right now is crucial.
It pays to establish business valuations
Business owners need to understand valuation and why it’s critical for their future.
Taking care of your employees goes beyond their safety
Caring for your employees during this crisis goes beyond working from home and social distancing.
A primer on the CARES Act and how it can help small businesses
The $2 trillion stimulus package provides help to business owners in four key areas.
Business owners: Focus on what matters in this crisis
Here are four areas your business should examine that are necessary for its survival.
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.
Previous Page Page 1 of 4 Next Page