Resources

Estate Planning

• Estate Planning Actions for the Small Business Owner

Family Business

• Family Business – Laying the Groundwork for Success
• Building a Business is Like Being a Parent

Business Owner Personal Financial Planning

• Don’t Forget Personal Planning, too

Business Financial Planning

• How Diversification Can Help Small Business Owners Manage Risk
• Small Business Owners are Getting a New Incentive to Sell to Their Employee
• Keeping Your Business High and Dry

Tax Matters

• Tax Matters and Your Small Business

Succession Planning

• Where do you want to TAKE YOUR FRANCHISE when it’s time to SELL OR TRANSFER?
• Retiring Business Owners -Plan for Succession
• The 8 Exit Strategies for Business Owners