Business Owner Life-Stage Design

TAKE THE BOLD STEPS

TO ADVANCE YOUR BUSINESS

As a business owner, you face a great deal of financial decisions. In addition to taxes,retirement and estate planning, you must also worry about providing retirement benefits to your firm’s employees, retaining your key people or preparing for their loss, and preparing for the day you will hand over the reins to someone else.

This sheer number of decisions and their complexity can paralyze a business owner. However, ignoring these issues won’t make them go away. You need answers to questions that are critical in the decisionmaking process.

Business Owner Life-stage Design (BOLD) helps you answer these questions and develop strategies to address the key financial decisions you and your business face.

  • Where do I start?
  • Do I handle all of these concerns at the same time?
  • Do I handle the personal concerns first, then business concerns?
  • Is there a roadmap?

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