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Articles in Business Financial Planning

As a business owner, you are probably facing many issues that fellow business owners have dealt with. Read on to learn how financial advisors specializing in business financial planning would answer these questions.
1 vote

Do Startup Owners Ever Truly Take a Break?

by Jason Hull Level 20
“A vacation is what you take when you can no longer take what you’ve been taking.”–Earl Wilson It doesn’t take much reading on this blog or talking to me to discover that I am a big fan of Tim Ferriss’s book The Four ...(more)
Comment   |  Feb 26, 2013 from Fort Worth, TX
1 vote

Sometimes Your Startup Fails

by Jason Hull Level 20
“Fail often so you can succeed sooner.”–Tom Kelley It seemed like three minutes after I hit publish on my interview with entrepreneur Nick Barron, he announced that he was shuttering Flypt. I’ve been there. I founded ...(more)
Comment   |  Feb 25, 2013 from Fort Worth, TX
4 votes

Using Your Business to Build Your Retirment Wealth

by Jonathan N. Castle, MSFS, CFP® Level 20
Using Your Business to Build Your Retirment Wealth As a business owner, I receive tons of invitations to seminars, workshops, Chamber of Commerce gatherings, networking meetings, and numerous other opportunities to ...(more)
Comment   |  Feb 18, 2013 from Jacksonville, FL
2 votes

Creating True Value in Your Business - a Retirement Preparation Strategy

by Jonathan N. Castle, MSFS, CFP® Level 20
Creating True Value in Your Business - a Retirement Preparation Strategy Ask any business owner what they'd like for their business, and most of them will respond with a very simple answer:  "More Business!"  Look at ...(more)
Comment   |  Feb 18, 2013 from Jacksonville, FL
9 votes

What Is a Self-Employed Retirement Plan?

by Jesse G. Dogillo, Certified Financial... Level 13
A self-employed retirement plan is a tax-deferred retirement savings program for self-employed individuals. In the past, the terms "Keogh plan" or "H.R. 10 plan" were used to distinguish a retirement plan established by ...(more)
Comment   |  Jun 05, 2012 from San Jose, CA
9 votes

Meet Little Johnny - Your New Business Partner!

by Jonathan N. Castle, MSFS, CFP® Level 20
Steve and John had been friends for a long time. They were the best of friends since thefourth grade when Steve had helped John face down the school bully. They had playedhigh school basketball together, gone to college ...(more)
Comment   |  Mar 19, 2012 from Jacksonville, FL
1 vote

Business Exit Planning is About Flexibility

by Josh Patrick Level 17
Putting together an exit plan is about having plans that are flexible and fit your needs.  In fact, most of the time we believe that business exit planning and scenario plans go hand in hand. Scenario planning is ...(more)
Comment   |  Jan 04, 2012 from South Burlington, VT
1 vote

Business Exit Planning…Perma-five and How to Avoid It

by Josh Patrick Level 17
I’ve coined a term for those who are involved in exit planning.  The term is perma-five.  Perma-five is when someone knows they want to leave their business, but at the same time, they also know they can’t afford to ...(more)
Comment   |  Jan 04, 2012 from South Burlington, VT
4 votes

Exit Planning for Business Owners

by James L. Butler Level 10
What is “exit Planning?” I have seen several definitions of Exit Planning over the years. One that is most concise and that I like is “the holistic approach to designing an exit strategy for a business owner so that he ...(more)
Comment   |  Jan 04, 2012 from St Louis, MO
2 votes

6 Reasons Business Owners Don’t DO ESOPS

by Josh Patrick Level 17
Every business owner I talk with is always fascinated with ESOP’s. (Employee Stock Ownership Programs.)  While these owners are fascinated with the concept of an ESOP almost none of them ever install one in their ...(more)
Comment   |  Jan 04, 2012 from South Burlington, VT
1 vote

4 Rules You Should Have For Children Joining the Business

by Josh Patrick Level 17
I recently read a wonderful blog post by Barbara Taylor at the You’re the Boss Blog on the New York Times Site.  She was talking about a book that was recently written where the author strongly thinks that children ...(more)
Comment   |  Jan 04, 2012 from South Burlington, VT
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