Financial Planning - Empowering Business Owners

In this Financial Planning seminar for business owners, we will cover the following topics: Finance 101 · Setting the foundation: Sales/Expenses/Income tracking · Accounting, Legal systems Maximize your business: Create a plan to take care of yourself and your family Shelter income: take advantage of the tax code to your wealth tax deferred Capture the upside from your business while protecting yourself from unexpected downturns Diversify your assets Reward your key employees Retention and recruiting tools Succession Planning I’ve made it! How do I pass the business on? What is my business worth? Am I prepared if…?