Position your business to include a retirement strategy for its most important employee—YOU!

Building, running, and growing a company can be tough. Often, in the midst of fulfilling your professional priorities, your personal financial life is placed on the back burner. Believe it or not, you’re not alone.

Many entrepreneurs see their growing businesses as a means to retire. Furthermore, many start retirement plans when the business is first started and don’t often review whether the approach still works for the business. However, just having a business does not automatically translate into having a retirement strategy in place. 

Without a roadmap—one that goes beyond the hope of simply selling the business or passing it to family—you could end up pushing back your ability to retire. 

We're here to help you be a savvy business owner with a solid exit strategy to retire with confidence.


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What is the value of your business?

There are a number of valuation techniques, ranging from the simple to the very complex. Explore three different approaches to valuing a business ...

When does your personal car become a commercial vehicle?

When it comes to a vehicle that may be used for personal and business-related reasons, it’s important to know how your auto insurer is expected to define what constitutes commercial use. Ask these questions to ensure you select the right policy for your car.

How do you protect your business from the loss of a key person?

Though business owners cannot protect themselves from the unexpected and sudden loss of a key employee, here are some ways that owners can protect themselves from the financial consequences of such a loss.

What's the best way to plan for business succession?

Owners ignore succession preparations at their peril and possibly at the peril of their heirs. It's best to consider a business succession structure sooner rather than later. Let's take a look at two of them.


4 Fiscal Factors to Success

Setting goals is essential for small business owners. Owners may find themselves stuck in the same place, not growing the business to its full potential, or possibly losing everything and shutting it all down without them. Review the 4 factors to consider now.

7 Small Business Financing Trends to Watch in 2023

These financing trends may impact your small business this year, including lender restrictions, increasing interest rates, and supply chain issues.

Choosing a Retirement Plan that Fits Your Business

If you have yet to develop a retirement plan for your business, or if you're not sure the plan you've chosen is the right one, here are some things to consider.

5 Retirement Strategies For Small-Business Owners 

As a business owner, you face unique challenges when building a financial future. This report provides insights into mistakes small business owners often make and steps to take when building toward the retirement you desire


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