Strategy #4
The Five Strategies of Financially Successful Small Business Owners
Strategy #1
Understand Business Valuation
Strategy #2
Use Tax Strategies That Build Wealth
Strategy #3
Develop Investments Outside Your Business
Strategy #4
Stay Informed About Exit & Succession
Strategy #5
Protect
Your Wealth
Exit and Succession Planning
Part #1
Whether you want to remain in your business indefinitely or exit your business and retire, staying informed about exit & succession planning is critical to protecting and realizing the value of your business interest.
Exit and Succession Planning
Part #2
Trends in business valuations are discussed in projecting the value of your business – including the importance of your tax returns telling a credible story of your financial picture.