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  • /Static/RC/Images/Featured/Succession Planning 704x343.jpg
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    Selecting a Successor: 7 Steps to Success

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    Transition Toward Selling Your Mid-sized Business

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Small Business Retirement Strategies
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Five Small Business Retirement Strategies

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There are many ways for business owners to leverage their businesses and fund their retirements. Whatever your particular strategy — to sustain the business, sell, transfer or close your business — it is critical that you start planning for it well before you are ready to retire. Read More

Sheltering Your Business Profits
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Retirement: Sheltering Your Business Profits and Value

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You can save and shelter more of the profits your business generates with retirement plans such as a 401(k) or by creating a trust that transfers your business assets with lower taxes. Read More

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Case Study: Using SBA 7(a) Program for Management Buyouts

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The 7(a) SBA loan program is designed to allow small business access to financing that will sustain and support a transfer and sale of business equity. Read More

Work with advisors to plan your retirement
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Four Questions about Retirement

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To achieve your retirement goals, you need to work with advisors that integrate your business planning with personal wealth planning. Read More

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Want a plan made for your business?

Use our easy online guide to find the right accounts.