Exiting Your Business
Business Owners Need a Serious Plan for Retirement - Cash flow likely will change in your retirement years. Refer to this article for tips on systematic investments, retirement accounts, asset allocation, exit strategies and more.
Business Owner Retirement Plan Options - This article presents the pros and cons of various plans suited to small businesses, including SEP IRA, Simple IRA and Solo 401(k).
Investment Strategy for Business Owners - To retire well, you need a solid plan. Read here for useful guidelines on asset allocation, diversification and rebalancing a portfolio.
The Transfer of Ownership: What are Your Options? - This article addresses key components of ownership transfer, including a definitive succession plan, the owner-candidate search and early preparation strategies.
Keeping it in the Family - Passing along a family business can be tricky. Refer to this article for tips on strategic planning, identifying roles and responsibilities, successor development and the importance of professional guidance.
Planning to Sell Your Business? 10 Things You Need to Know - This series of articles covers the entire process of selling your company, from making the initial decision to wrapping up the transaction.