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. This is where the CEPA® (Certified Exit Planning Advisor) Value Acceleration Methodology and Exit Planning come into play. In this blog post, we will explore these methodologies and their crucial components, shedding light on how they can drive business growth and facilitate successful exits.
[Read more…]Taxes for the Self-Employed
Taxes for the Self-Employed
Self-employment is the opportunity to be your own boss, to come and go as you please, and oh yes, to establish a lifelong bond with your accountant. If you’re self-employed, you’ll need to pay your own FICA taxes and take charge of your own retirement plan, among other things. Here are some planning tips. [Read more…]
Deferred Sales Trusts
Deferred Sales Trusts
If given the choice, would you rather pay capital gains taxes on a large transaction all at once, or put it on layaway and make tax payments over time? If there’s no interest accruing while the tax payments are being delayed and you can invest that money, it would make sense to delay paying taxes right, right? [Read more…]
Benchmarking Your Business For Growth
Benchmarking Your Business For Growth
Building and running a business requires many different skill sets. You’re often the development head, the chief strategist, the head of marketing, and you know every role from the ground up because you created them. [Read more…]
Estate Planning for Small Business Owners
Estate Planning for Small Business Owners
Building a business is all about taking risk. You put your belief in yourself, your money, time, and more on the line to create something that can grow and succeed. [Read more…]
Buy-Sell Agreements: Ensuring Smooth Business Transitions
Buy-Sell Agreements: Ensuring Smooth Business Transitions
Building a business is all about the day-to-day decisions. But what happens to the business if the primary decision-maker isn’t there? [Read more…]
Value Your Business Like It’s Your Retirement Plan, Because it Is
Value Your Business Like It’s Your Retirement Plan, Because it Is
Building a successful business can take decades. While working to grow, it’s common to use all available assets above the salary you pay yourself to fund future expansion. [Read more…]
Small Business Retirement Plans
Small Business Retirement Plans
Small companies shouldn’t forgo retirement savings just because a 401(k) plan can be expensive to set up and maintain. [Read more…]
Structure Matters: Choosing the Right One for Your Business
Structure Matters: Choosing the Right One for Your Business
The choice of a corporate structure for a business has many consequences: a crucial impact on the business’s taxes, your ability to raise funds, the paperwork you must file, and perhaps most important, your personal liability. [Read more…]
The Trade-Offs: Starting a Small Business
The Trade-Offs: Starting a Small Business
If there’s one thing that 2020 & 2021 taught us, it’s that people of all ages and backgrounds have the appetite to start their own business. [Read more…]
The Executive Way: Treat Your Career Like a Sport
The Executive Way: Treat Your Career Like a Sport
When thinking about your career, it might seem odd to make comparisons to a sport. But when you zoom out and look at the similarities, they’re more closely related than you may think. [Read more…]
