Transition planning starts with asking the right questions and forming a strong advisory team to meet personal and financial objectives
To achieve your retirement goals, you need to work with advisors that integrate your business planning with personal wealth planning.
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.
Small business owners think differently about retirement than other executives. Your business’s assets and savings all play a key role in your retirement strategy.
There are steps you can take toward maximizing your business' value and the overall transition to retirement.
Business owners cannot lose sight of retirement, regardless of short-term goals and opportunities