by Ashley Micciche | Jun 11, 2019 | Retirement, YouTube
Key Takeaways HSA contributions are going up in 2020, which makes this the perfect time to take a closer look at the HSA (health savings account) and all of its great benefits. You get tax deductible contributions, tax-free growth and tax-free withdrawals. No other...
by Ashley Micciche | May 28, 2019 | Business Exit Planning, YouTube
Key Takeaways Let’s say that you are in the later stages of selling your business to an outside third party. A third-party buyer is going to want assurances that your key people are going to stay on after you exit and that the business does not revolve around...
by Ashley Micciche | May 14, 2019 | Business Exit Planning, YouTube
Key Takeaways While losing any of your key people in the life of your business is difficult and can be very detrimental to your business, it’s particularly damaging in the later stages when you’re planning your business exit. A non-qualified deferred comp...
by Ashley Micciche | Apr 23, 2019 | Business Exit Planning, YouTube
Key Takeaways Selling your business to a key employee or a family member, can be one of the most rewarding paths of a successful exit from your business. The question is – Is this path right for you? Today we’re going to talk about: The benefits of selling...
by Ashley Micciche | Feb 12, 2019 | Business Exit Planning, YouTube
Key Takeaways “There was a study done about three years ago from the Business Exit Institute and what they found is that 75 percent of business owners would retire today if their financial security was assured. But it’s not, they have a gap.” That’s what we’re talking...