As a small business owner, you are likely juggling countless tasks and responsibilities daily. From operations to marketing, hiring, and more, it can be challenging to keep everything balanced. Yet, beneath all those day-to-day tasks lies the foundational framework that truly determines your business's success – the three legs of the stool: Business, Personal, and Financial Goals. Like an iceberg, what's visible above the surface is only a fraction of the whole story. Dive deeper, and you'll find the immense force that propels your business forward.

Monday, December 4, 2023

As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to reflect on the year that was—the notable events, trends, and developments that defined our...

Monday, November 20, 2023

If you or a loved one has been diagnosed with Alzheimer's disease or any other form of dementia, this can be an extremely challenging time. While promising new treatments are developing and research continues, a cure remains elusive....

Wednesday, November 15, 2023

Running a successful business requires careful financial planning and management. As a business owner, it is crucial to have a trusted advisor by your side who can provide expert guidance and support.

Wednesday, November 8, 2023

Small business owners should seek a financial advisor for complex financial tasks, growth, or tax planning. Find advisors with relevant experience, certifications like CFP or CFA, and transparent fees.

Tuesday, November 7, 2023

Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally draining. We likely all know couples who have gone through divorce, and it can be a trying time for everyone involved....

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Wednesday, November 1, 2023

While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by...

Tuesday, October 24, 2023

Many of us have adapted to a world with remote team members and back-to-back Zoom calls with customers spread across the country, which certainly has its benefits. Nevertheless, one drawback is the difficulty of getting together in...

Tuesday, October 17, 2023

SECURE 2.0: Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade.

Thursday, October 12, 2023

In today's dynamic and fast-paced business landscape, the value of a company is no longer solely defined by its tangible assets like property, machinery, or inventory.

Monday, October 9, 2023

Running a business is akin to embarking on a journey. Just like any journey, it requires careful planning, a sense of direction, and the right tools to navigate potential obstacles.

Tuesday, October 3, 2023

As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set up your finances for 2024.

Thursday, September 28, 2023

The ‘Decide Gate’ is perhaps the most profound, beckoning the business owner to confront a looming question: "Should I grow further or is it time to exit?"

Wednesday, September 27, 2023

If Discover is about setting the vision, Prepare is about execution. Think of it as the bridge between realizing where you currently stand (Discover) and making the final decisions for your business’s future (Decide).

Tuesday, September 26, 2023

While artificial intelligence (AI) is making headlines today, the concept of "thinking machines" can be traced back to ancient philosophers and mathematicians. The phrase artificial intelligence was first used in the mid-20th century,...

Tuesday, September 12, 2023

Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. We've...

Monday, September 11, 2023

When considering the Value Acceleration Methodology, which is pivotal to strategic exit planning as a small business owner, the very foundation rests upon the Discover Gate.

Tuesday, September 5, 2023

If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It's a reasonable answer, but it's incorrect. Despite October's reputation for market-defining events like the...

Saturday, September 2, 2023

One retirement plan that’s a real game-changer for the self-employed is the Solo 401(k), also known as the Individual 401(k) or i401(k). Grab a cup of coffee, and let’s dive into the world of Solo 401(k)s and explore its pros and cons.

Friday, September 1, 2023

Tax Planning! Yep, you heard it right—the "T" word that often sends shivers down the spines of many business owners. But don't fret; I've got you covered with some savvy tax planning tips to keep you sane and your wallet happy.

Wednesday, August 23, 2023

As a small business owner or self-employed professional, it's essential to understand the variety of retirement options available.

Wednesday, August 23, 2023

Two paths stand out when diving into the world of business acquisitions: asset purchase and share purchase. Each has its perks and pitfalls; understanding these can guide your choices. Let's break these down in a more approachable manner.

Saturday, August 19, 2023

The Wealth Gap between a business owner's asset value and retirement needs is a pressing concern that requires foresight, planning, and expert guidance.

Wednesday, August 16, 2023

The Value Acceleration Methodology is a concept presented by the Exit Planning Institute (EPI). It's a holistic approach to exit planning that focuses on driving, growing, and protecting business value. At its core, the Value...

Wednesday, May 17, 2023

For business owners, entrepreneurs, and investors, optimizing the value of their companies is a paramount objective. Whether aiming to sell the business or secure its long-term success, a strategic approach is vital.

Sunday, November 27, 2022

Medicare is a federal health insurance program created in 1965 to help pay medical costs incurred by people over the age of 65, people with certain disabilities, and people with end-stage renal disease.

Tuesday, August 30, 2022

Index funds, which try to match the performance of a particular market index, have drawn increasing interest from investors, but traditional actively managed funds still hold more assets.