Home  >  Financial Articles and Q&A  >  Topics  >  Business Financial Planning  >  Articles

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.
0 votes

Retaining key employees: Stay Bonus

by Andrew Martin Level 12
Business owners often express how hard it is for them to attract and retain talented employees who are key to business operations. I just spoke with a client this morning who told me “we recently lost a very key ...(more)
Comment   |  Jan 21, 2019
0 votes

Thoughts on Small Business Succession and Sale

by Carlos P. Sava Level 13
<section class="section section--body section--first" style="position: relative; clear: both; padding-top: 0px; margin-top: 20px; color: rgba(0, 0, 0, 0.84); font-family: medium-content-sans-serif-font, ...(more)
Comment   |  Dec 14, 2018 from Arlington, VA
0 votes

A Financial Advisors Value Add to Small, Closely Held Businesses

by Reed Bermingham Level 18
I’ve been working of recent with a few new clients – owners of highly profitable businesses which they have started from the ground up into successful, lucrative enterprises that at this point comprise a large portion ...(more)
Comment   |  Apr 27, 2016 from San Diego, CA
0 votes

Thoughts on Franchise Businesses

by Carlos P. Sava Level 13
I recently spent time evaluating an early stage small business offering a franchise model. Without getting into specifics, I want to share a couple of lessons relating to wealth creation, from both the franchisor and ...(more)
Comment   |  Apr 15, 2016 from Arlington, VA
0 votes

A Face Tale

by Carlos Sera Level 20
A FACE TALE “LA CARA”     This tale isn’t about investing in markets.  This tale is about hiring an employee, and not just any employee, but the type of employee you need when you must replace yourself.  The same ...(more)
Comment   |  Sep 24, 2015
4 votes

Risk Management for Business Owners

by Grant Bledsoe, CFA Level 15 Staff Pick
Owning a business comes with a certain amount of risk.  Some risks can be mitigated, some can be transferred to insurance companies through liability policies, but others are unavoidable.  To protect their personal ...(more)
Comment   |  Jun 15, 2015 from Lake Oswego, OR
1 vote

Is an Individual 401(k) Plan Right for You?

by George Cabalu Level 20
If you can answer “yes” to either of the following questions, then maybe it is: “Are you the sole employee of your business?” or “Does your business employ only you, your co-owners, and spouses?” Chances are – even if ...(more)
Comment   |  Apr 23, 2015
0 votes

Which Retirement Plan Is Right for Your Business?

by George Cabalu Level 20
Which Retirement Plan Is Right for Your Business?   If you own a small business, there are many retirement plan alternatives available to help you and your eligible employees with retirement planning. For most ...(more)
Comment   |  Apr 22, 2015
0 votes

Retirement Plans Can Be SIMPLE

by George Cabalu Level 20
Retirement Plans Can Be SIMPLE If you’re a small business (or a self-employed individual), there are many retirement plan alternatives available to help you and your eligible employees plan your financial future. One ...(more)
Comment   |  Apr 22, 2015
0 votes

The Business of Selling - Things to think about when selling your business.

by George Cabalu Level 20
The Business of Selling If you’ve been thinking about selling your business, you should put a solid sales plan in place even if you don’t act on it right away. According to Fred S. Steingold, business attorney and ...(more)
Comment   |  Apr 22, 2015
  • posts per page
  • 10