The right business successor: Key to retirement
Retiring business owners should create a succession plan to protect their family and successor.
Insurance, Annuities, and Investments
Blog Listing
Textile company weaves goodwill during COVID-19
When the pandemic struck, Culp stepped up, making masks to help the nation and their employees.
3 rules for female small business leaders
How two sisters used competitive wages, debt control, and succession planning to bolster their business.
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.
Times to know the value of your business
When you review what your business is worth, you can plan more realistically
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.
A day for business owners to recognize retirement
National 401(k) day is a good time to encourage employees to keep track of their retirement.
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?
Business owners and taking stock of retirement investments
Employers might want to assess how well retirement plan participants’ portfolios have held up.
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