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Planning and Retirement


After working hard to make your business a success, it’s important to make sure the business can continue successfully if something were to happen to you unexpectedly. That’s why it’s crucial to include details about your business assets in your overall estate planning. This process can be used to specify how your business assets will […]

You’ve invested countless hours in making your business a success. When it’s time to sell your business, you want to know it will be in good hands and that you’ll receive a fair price. In the years leading up to your intended sale, it’s a good idea to create a business succession plan to help […]

Of the 28 million small businesses in the United States, many have owners who don’t know the true worth of their company. But knowing the value of your business is an integral part of the planning process. Even if you’ve had a business valuation in the past, changes in the economy, the industry, and your […]

Recruiting and retaining good employees is an important part of building a stable business. When it comes to ensuring that key positions are staffed by the most competent and talented individuals, you’ll often ask themselves, “Should I promote from within or hire from outside the company?” Often, this comes down to whether the position would […]

Today, job seekers continue to look for companies offering good benefits packages, including a solid retirement plan benefit. According to the Government Accountability Office’s Retirement Security 2013 report, only 14 percent of small businesses offer a retirement plan for their employees. So sponsoring a 401(k) or IRA can help you attract and retain top talent. […]

Many small business owners rely on the value of the business as their primary source of retirement funding. This strategy can pose a number of potential risks. A change in the market or an economic downturn could diminish your retirement income and have a negative impact on your financial future. Consider including these sources of […]

You know that business succession planning is the key to a smooth leadership transition.  However, there are other aspects of exit planning that will also impact you as a business owner. During succession planning, you’ll identify all of your goals and objectives in relation to your business, family, employees, and community.   Whether you plan […]

As a business owner, your goal is sustainable success. You’ve decided not to simply sell the business to an outsider and walk away, but have you created a roadmap for how you expect your company to continue on a path to prosperity when you step away? A business succession plan is a disciplined approach that […]