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3 Things All Valuable Businesses Have

There are plenty of elements that make businesses valuable. But regardless of industry or aims, there are three things that all valuable businesses have in common. Let’s look at these three factors and explain why they’re important for owners and their advisors to acknowledge. Next-level ma …
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10 Ways to Prepare for Retirement

Are you prepared for retirement? Planning and preparing for your next chapter well in advance is the best way to be ready – financial security doesn’t just happen without careful thought. When you plan ahead, you: Have the luxury of deciding when and how you will retire Know more about your …

When to Consider Selling Your Business to a Key Employee

Whether it’s because you want to keep the business “in the family” or because you suspect you will not be able to find a good buyer for your business, you might be thinking of selling your business to an employee. The first thing to look for is the kind of employee who can and should …

Why You Should Include Your Spouse In Key Business Decisions

Sometimes when planning the next chapter in your life, the most important people feel left out. Deciding to transition out of ownership of your business is one of the most important decisions a business owner can make, so it only makes sense to include your loved ones in that planning. How …

If You Love What You Do, Why Should You Plan Your Business Exit?

Many business owners love the companies they’ve founded, whether it’s because of the work they do, the changes they effect, the money their companies provide, or something else. When you carve out a comfort zone within your business, you might question why you would want to plan for your bu …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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