From Tax Efficiency to Retirement: Financial Planning for Small Business Owners

Financial planning for a small business gets more complicated every day. Business owners must navigate tax efficiency (and life under the new Tax Cuts and Jobs Act), retirement preparations for yourself and your employees, and succession planning. Get your financial plan in place today and …

8 Financial Planning Tips for Small Business Owners

Running a small business involves juggling multiple responsibilities. Managing the business’s finances is one of the most crucial aspects. Proper financial management can be the difference between a thriving business and one that struggles to stay afloat. Here are eight essential financial …

The Corporate Transparency Act: What You Need to Know

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. But those features also attract criminal activity, and layers of shell c …

Life Insurance for Business and Estate Planning

By Matt Lewis, CLTC, Vice President, Insurance Life insurance is designed to provide for your loved ones after your death, giving you peace of mind that their financial needs will be met without your income. But life insurance can benefit your financial planning in many other ways.

Building Your Ideal Business Succession Plan

By Odaro Aisueni, CFP®, Wealth Planning Administrator As a small business owner, you’re likely so immersed in the routine functions of your business that you haven’t yet put much thought into the day you leave it behind. In fact, most small business owners have so much purpose t …

Business Succession Planning Checklist

The business succession process isn’t a “rainy day” task. It’s a living process that you should start as soon as possible.  You’ve probably given it some thought and almost figured out how you want to transition your business, but an “almost” succession plan is no plan at all. Fill in the f …

Business Valuation: What Is My Business Worth

Wondering what your business is worth? Before you start your succession plan or think about how to sell your business, you need a business valuation.

When to Start Succession and Exit Planning

Most business owners put the succession planning process off too long. So, when should you begin succession and exit planning? Find out in our latest blog.

Planning Your Exit Strategy

When should you start planning your exit strategy? If you’re a business owner, your exit path should already be on your mind, no matter how far away it might be.

Being an Entrepreneur vs. Being an Investor

The transition from entrepreneur to investor can be a bumpy road, especially if you stumble over some common missteps. Learn what to watch out for and what steps you can take to become a more savvy investor.

Culture From the Top Down: Executive Compensation Plans Explained

By Craig Lemoine, Ph.D., CFP®, Director of Consumer Investment Research At their most basic level, executive compensation plans are designed to attract, retain and motivate top talent and leadership. But truly successful plans are designed to be much more than providing a high salary to a k …

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