58% of business owners do not have a succession plan[1]. Can you guess what the single biggest reason is for setting aside that task? 78% of respondents say that they’ve ...
Succession planning and tax planning: two of a kind
Small business owners have a lot on their plates. A smaller team means in many cases that the owners have to wear multiple hats, playing several different roles at once. ...
5 big reasons to review your financial plan annually
Creating an effective financial plan takes thought and careful preparation. Once your plan is complete, and the steps towards your goals are set in motion, it’s tempting to check the ...
Estate Planning: Best conducted early, and often
Remember the fable about the ant and the grasshopper? The grasshopper hedonistically enjoys the summer and perishes when the winter arrives. Meanwhile, the ant works hard to prepare for winter ...