Watch this short video to learn what employees are concerned about when considering retirement, and how medical practice owners can address those concerns.
SMRU 1881946 | Exp. 7/31/21
Many business owners fall into the trap of focusing on the urgent, short-term operational demands of their business, but neglect or delay the important directional and protective planning critical to its ultimate longevity and long-term value extraction.
This article provides an overview of key issues to consider when creating a business succession plan and the critical components of such that distinguish astute entrepreneurs.
SMRU 1874953 | exp 12/31/2021
Do you know how a buy-sell agreement works? If you co-own a business, you can’t afford not to.
Closely held business owners know that retaining and rewarding key employees can be essential to their business’s continued success. In this video, Matt Pate, CVP with The Nautilus Group®, a service of New York Life, talks about ways business owners can ensure their employees stay motivated and happy and their businesses stay profitable. After you’ve heard Matt, let’s talk about how you can use this information to keep your key people on board and your business on track.
Selecting a business entity or organization form can be intimidating and confusing, yet it is an important decision for business owners and one that can have far-reaching consequences. This article looks at the different tax implications, characteristics and administrative requirements for common business types and provides an overview of how the owner’s selection may complement or detract from the business’s ultimate objectives.
How do employers retain top talent? Watch this video to learn more about a key employee retention strategy.
The sudden death of a business owner can have a substantial impact on its customers, employees, lenders, and suppliers. How should business owners prepare now?
How can business owners cope with the loss of a business partner? Listen now to learn how.
How can medical practices manage the cost of high employee turnover and the negative effect it has on revenues? Learn more by watching this short video.
How can business owners build wealth for their own retirement while trying to reduce their income taxes? Watch this video.
Co-owners of closely held businesses often focus on the day-to-day operations, while neglecting important long-term planning. Learn what every business owner needs to understand about buy-sell agreements, and why it’s important to have them in place.
The most successful business owners know when and how to use tools, such as the Marketability Assessment, to increase the return on the investment in their business.
In this short video, we introduce Mario and Maria. Both own successful businesses and have decisions to make when it comes to determining the value and marketability of their businesses as they consider their exits.