facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
10 Essential Decisions for Business Owners Thumbnail

10 Essential Decisions for Business Owners


Business owners are busy… they are busy running a successful business, wearing lots of hats and making a ton of decisions. We've put together a list of 10 essential decisions for every business owner to consider; from corporate structure to retirement and succession planning:

  • Best structure for your business (ex. Sole Proprietor, Corporation, Partnership)
  • Reduce taxes
  • What to do with surplus cash
  • Build employee loyalty
  • Reduce risk
  • Deal with the unexpected
  • Retire from your business
  • Sell your business
  • Keep your business in the family
  • What to do when you’re retired

As a financial advisor, we are uniquely positioned to help business owners, talk to us about your situation and we can provide the guidance you need.