WHAT IS A BUSINESS CONTINUITY PLAN?
KEY TAKEAWAYS What happens to your business if you die or become incapacitated before you exit your business? A business continuity plan provides guidance and peace of mind to your family and employees in the days, weeks, and months following an unexpected exit from...
CASH BALANCE PLANS PROS AND CONS: IS THIS PLAN RIGHT FOR YOU?
KEY TAKEAWAYS Are you a business owner who has a high income and wants to save more money on your taxes? You’ll want to pay close attention to this week’s video because I’m talking to you! In this week’s video, you’ll learn: How the Cash Balance plan can potentially...
3 Tips To Avoid Family Business Woes
Key Takeaways In many cases, as business owners, you want your child to carry on the business and to carry on the culture. However, you only want to transfer your family business to family members who are well-suited to take ownership. A lot of family business...
When To Start Planning Your Business Exit
Key Takeaways Most business owners are so focused on running the day to day of their business that they really have a hard time taking a step back to focus in on what needs to be done to exit successfully. Today’s video is geared towards those business owners...
