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
• How to Maximize Your Social Security Benefits
• What Type of Social Security Benefit Is Best for You?
• Social Security Benefits
• A Plan for Life
• Retirement Income Education

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
• Growing Your Business on a Small Marketing Budget
• 8 Point Year-end Financial Planning Checklist

Tax Matters

• Tax Matters and Your Small Business

Small Business Owners

• Business owners’ control of their work-life balance is the fine line between hard work and hell
• Master the Power of Negotiation
• Finding and Keeping Highly Qualified Employees

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
• Business Succession Considerations for Small Business Owners
• The Biggest Financial Pressures Facing Retirees (and How to Plan for Them)