Business Owner Planning

Retirement Planning for Business Owners: What You Need to Know When Selling Your Business for Your Retirement

Thinking about retirement? If you’re like most business owners, the bulk of your net worth is tied to your business. Of course, you have savings and investments, but to really retire comfortably, you’ll need to unlock your most valuable asset. Read this guide to learn more about steps and best practices for business owner retirement planning

Author
Christopher K. Winn
Sep, 05 2022 · Business Owner Planning
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How Should Entrepreneurs Be Spending Their Time?

What a Study of 14,000 Businesses Reveals About How You Should Not Be Spending Your Time In an analysis of more than 14,000 businesses, a new study finds the most valuable companies take a contrarian approach to the boss doing the selling. Who does the selling in your business?  My guess is that when you’re…

Author
Christopher K. Winn
Apr, 21 2015 · All articles
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2015 Playbook: Diversification, Divergence and Defense

Looking back on 2014, history will show that it was a “pretty good” year to be an investor—in the United States.  No one will remember the three minor corrections during the year that spooked the markets or the fact that no professional investor in January 2014 felt “really good” about being in either the bond…

Author
Christopher K. Winn
Jan, 30 2015 · All articles
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Top 10 Year-end Tax Moves for Business Owners & Accredited Investors

With only a few weeks left in 2014, there is still time to cut your tax bill.  We’ll review the more traditional strategies along with a few hidden gems specifically for business owners and accredited investors that often get over looked. The basic strategy for year-end planning is to time your recognition of income so…

Author
Christopher K. Winn
Dec, 10 2014 · All articles
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An Easy Exam to Test Your Business's Health

When was the last time you had your blood pressure tested? Taking your blood pressure is one of the first things most doctors do before treating you for just about anything.  How much pressure your blood is under as it courses through your veins is a reliable indicator of your overall health; and it can…

Author
Christopher K. Winn
Dec, 05 2014 · All articles
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