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Tag: Small business financial planning
How To Find A Buyer For Your Small Business
You’ve spent decades building a successful business, and now you’re ready to pass it on to someone else. But where do you start?
Our (Family) Secrets To Help You Make Your Small Business Last
Every family has a secret ingredient in a much-beloved recipe that makes it, well, “yours.” Often the elusive element is …
Yes, Retirement Is Possible For Small Business Owners: Here’s How To Prepare
Many business owners link much of their identity and net worth to their company, making the concept of retirement seem …
What’s The Best Way To Structure Your Business’s Sale?
There comes a time when every business owner considers selling their business. If this is an idea you’ve been toying …
A Guide to Exit Strategies for Family Businesses
Many small business owners put an exit plan on the back burner. But prioritizing it now can make for a richer long-term experience.
A Small Business Owner’s Guide To Saving For Retirement
When you’re in business for yourself, you become responsible for a lot: the hours you work, the services you provide, …
How Much Is Your Business Worth? (And Why It Matters)
When you own a small business, it’s easy to get caught up in the day-to-day. Inventory, payroll, customer service, managing …
Business Owners, Here’s A Guide To Train Your New Successor
Training a new CEO will likely be a multi-year process. Here’s a guide that will help you build a custom training plan.
How To Choose The Best Successor For Your Family Business
But what should you look for when choosing a new CEO? How will you know if you’ve made the right choice?
How To Transition Out Of Being Your Company’s CEO Seamlessly
You built your business from the ground up. Naturally, you’re used to being the captain of the ship. But a …
How To Build A Positive Company Culture, Where Your Employees Want To Be
Building a successful business isn’t just about having the best idea, most creative vision, or highest profits; it’s about creating …
How To Effectively Scale Your Small Business As You Grow
Scale and growth are two exciting terms in the eyes of a business owner. And while they mean the same …
Retention and Recruiting Best Practices In Today’s Job Market
A small business owner’s best asset is their employees. Recruiting and retaining top talent can take your company to the next level.
Why Your Leadership Team Is So Important for A Smooth Succession Plan
A company’s leadership defines the vision, growth, and trajectory of a business. Your leadership team sets the tone for culture, …
The Core Building Blocks of Small Business Succession Planning
For years, you’ve put your heart into building a successful business. But have you considered how you’ll say goodbye? A …
How Family Businesses Can Encourage Direct Equity Ownership, and Why That’s Important
What’s direct equity ownership and how will you know if it’s suitable for your business?
Should I Sell My Business? 3 Clear Cut Signs It May Be Time
If you’re considering selling your business, here are critical financial and personal factors to think about.
How To Diversify Your Portfolio As A Small Business Owner
Your business is your pride and joy. You’ve spent years putting in countless hours, physical labor, and passion into creating …
How To Establish A Cash Flow Plan With Variable Income
Small business owners may experience income fluctuations. In seasons of variable profits, how can you create a cash flow plan that works?
Family-Owned Businesses Are Economic Powerhouses, How Can We Keep Them Thriving?
Why do small family businesses play such a vital role in the U.S economy, and how can a plan help them thrive?
New Entrepreneurs, 5 Steps To Secure Your Finances
Looking to start a business in the new year? Once you have your incredible idea, you want to secure …
Small Business Owners, Why Visualizing Your Retirement Could Be The Key To Bring It To Life
What tools can small business owners use to help prioritize their retirement plan?