Comprehensive Financial Planning for Small Business Owners

The purpose of the presentation is to educate small business owners on ALL aspects of planning and insuring the strength of their business or businesses.

We will discuss:

  • Taking a holistic approach
    • Employee benefits
    • Necessary professionals to consult and retain
    • Continuation of ownership (buy-sell agreements and partnership agreements)
    • Retirement plans and their importance to the owner(s) and the employees
  • Importance of Proper business evaluation
  • Family Love Letter (taking care of your home to best help your business

Ths event is over, but visit our home page to see what is coming up next!

Leave a Reply