Exit Planning Isn’t Just for Owners Looking to Retire

Exit Planning Isn’t Just for Owners Looking to Retire: It’s For Smart Builders Sean Williams If you’ve ever watched Home Improvement, you know Tim “The Toolman” Taylor was always building something… often with too much power and not enough planning. Sound familiar? A lot of business owners we talk to are crushing it in their trade […]
The 5 D’s That Can Blow Up Your Business

The 5 D’s That Can Blow Up Your Business: And How To Defuse Them Most business owners are so focused on growth—revenue, headcount, market share—that they forget to build defenses. Until something blows up. Sometimes it’s a heart attack.Sometimes it’s a lawsuit.Sometimes it’s a disagreement that turns into a standoff worthy of a mob sit-down. […]
Tax Write-Offs Most Business Owners Miss

Tax Write-Offs Most Business Owners Miss – (And How a Team Approach Helps): Because “reactive” tax prep is a missed opportunity 😬 You Might Be Leaving Money on the Table — Every Year If your tax strategy consists of handing your books to your CPA in March and hoping for the best, you’re probably doing it wrong. […]
How to Pay Yourself Smarter: S Corp Wages vs. Distributions Explained

How to Pay Yourself Smarter: S Corp Wages vs. Distributions Explained: The tax strategy most business owners are getting wrong (and what to do instead) You’ve Built a Business — Now Let’s Pay You Like a Boss If you’re a business owner who’s been taking money out of your business by “just transferring it over” […]
Financial Goal Setting for the New Year

New Year, New You?: Financial Goal Setting for the New Year As we bid farewell to the holiday season and start to remember what day of the week we are on, it’s time to embrace the New Year with open arms and a fresh set of financial goals. Yes, I know, setting financial goals might […]

