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The Nautilus Group®

The Nautilus Group®

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Many business owners seem to think they’re going to live forever and thus have done no succession planning, despite the COVID-19 pandemic illustrating more than ever the need to be prepared for probable, or inevitable, events or setbacks. Planning to work forever is not a business succession plan, and without one, when adverse events occur, the results can be devastating. This article looks at three critical elements business owners should consider to create a successful transition plan that can help maximize the business’s value for themselves or their families and increase the firm’s longevity.

SMRU 1928490 | Exp. 2/4/24

Planning to work forever is not a business succession plan | The Nautilus Group®

Appointing a specialist who can control the trust-owned family business or manage the trust’s investments allows the responsibility of managing the trust assets to be shared among uniquely qualified experts.

Read this article from The Nautilus Group to see how using a directed trust can allow grantors to both enjoy the services of a professional trustee and carve out specific areas of responsibility and management over the trust’s assets.

Nautilus, New York Life Insurance Company, its employees or agents are not in the business of providing tax, legal or accounting advice. SMRU 1911595 | Exp. 9/14/23

Appointing a trusted investment advisor | The Nautilus Group®

Watch this short video to learn how medical practices and other businesses can reward and retain their key employees while mitigating financial risk.

SMRU 1881949 | exp. 1/11/23

How can we retain employees? | The Nautilus Group®

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

Do your employees share these retirement concerns? | The Nautilus Group®

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

What distinguishes an astute entrepreneur? | The Nautilus Group®

Do you know how a buy-sell agreement works? If you co-own a business, you can’t afford not to.

Buy-sell agreements | The Nautilus Group®

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.

What sort of options are available to reward and retain a key employee? | The Nautilus Group®

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.

Building a business: Entity selection and forms of organization. | The Nautilus Group®

How do employers retain top talent? Watch this video to learn more about a key employee retention strategy.

Key Employee Retention | The Nautilus Group®

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?

Protecting your business | The Nautilus Group®

How can business owners cope with the loss of a business partner? Listen now to learn how.

Protecting Your Partner | The Nautilus Group®

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.

Why retain employees | The Nautilus Group®

How can business owners build wealth for their own retirement while trying to reduce their income taxes? Watch this video.

How Can Business Owners Tax Diversify Their Retirement Income? | The Nautilus Group®

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.

Buy-Sell Agreements: Why Every Business With Multiple Owners Should Have One | The Nautilus Group®

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.

Business Marketability Assessment: Increasing the ROI on Your Business | The Nautilus Group®

How Can Business Owners Unlock the Value of Their Businesses? | The Nautilus Group®

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Information

The Nautilus Group® is a service of New York Life Insurance Company. New York Life Insurance Company and its affiliates and agents and employees thereof do not provide tax, legal, or accounting advice. Individuals should consult with their own tax, legal or accounting professionals before implementing any planning strategies. SMRU 1693683 Exp. 4/20/2023

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