Building a Business to Sell
By Brady Marlow, CFP®, AEP®, CAP®, CPWA®, CExP, Wealth Strategist Many business owners are so consumed with growing their business that they have trouble planning for a successful exit. Not just how to eventually exit, but how to do it successfully.
Breaking Down the Basics of ISOs
Companies have several tools they can deploy in order to retain top talent, and one that is gaining traction is incentive stock options, or ISOs. Much like non-qualified stock options (NSOs), ISOs are a form of equity compensation in private or public companies.
Life Insurance Strategies for Business Owners
Entrepreneur and political figure Andrew Yang drew an important analogy between parenting and owning a business: “If you knew what it entailed you might not get started. But you’re glad you did.” Like parenting, owning a business involves sleepless nights, cold meals and an unbelievable amo …
Retirement Plans for Small Business: Comparison Chart
401(k), SEP, Simple, Defined Benefit, rollovers, conversions, pre-tax, post-tax – there’s a lot to think about when it comes to retirement plans. This gets even more complex as a small business owner when you’re on the other side of the table. We put together this comparison chart, wh …
Four Ways the CARES Act Can Help Your Business
From loans to tax breaks to credits, the CARES Act attempts to provide relief to small- and medium-sized businesses. As unemployment numbers reach an all-time high, the government is looking for ways to keep Americans employed by helping employers meet payroll.
Section 199A Deduction for Small Business Owners
The United States Internal Revenue Service Has Big Changes for Small Business Owners Two-hundred-forty-seven pages later, we have one large Internal Revenue Service document — and a whole lot of questions about everything from qualified income to 199A QBI deductions. Section 199A dedu …
Financial Planning for Small Business: Questions & Answers
Foundational decisions you make can save you – or cost you – thousands over time, no matter how many widgets you sell or clients you sign up. There are deep structure questions here that will be the difference between long-term growth or flash-in-the-pan success.
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 …
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Business Succession Planning Checklist
You remember your first day of business. But what about your last day? Succession planning is more complex than it may seem. Our guide walks you through the details.
