The recently passed “One Big Beautiful Bill” spans nearly 1,000 pages and fundamentally reshapes taxes, retirement planning, and compliance. Hidden within its fine print are game-changing opportunities for business owners … Read More
Many business owners have a fuzzy idea of what life looks like after they’re done working. But fewer business owners have a plan for how they’ll reach the life they … Read More
Many people have a romantic view of what retirement looks like. Beaches, cruises, road trips, sitting next to a pool with no responsibilities—in reality, many business owners struggle in retirement … Read More
A big part of being a successful business owner is your ability to ask questions. This innate curiosity allows your business to thrive, adjust, and evolve. It’s also a good … Read More
The starting point for any plan is to define its goals. In Step One, owners answer three questions: (1) How much cash do they need to exit in style? (2) … Read More
Unless you’re the owner of a multi-billion- or trillion-dollar corporation, your business is likely subject to the whims of a changing marketplace. External changes in the market can sometimes force … Read More
One of the biggest sources of friction in planning for a successful future is time. Successful business owners like you aren’t sitting around, twiddling your thumbs, and wondering what to do with all this … Read More
All successful business owners must eventually face a stark reality: One day, they will no longer run their business! If this idea makes you uneasy, you aren’t alone. Today, we’ll … Read More
This article explains why planning for a successful business future isn’t a do-it-yourself project for business owners. At their core, successful business owners like you are builders. Whether you founded … Read More
For business owners, real estate occupancy cost is often the second largest fixed expense. We also know that for many, real estate ownership is a great long term wealth building … Read More
