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Business Owner Strategies

Your business is your single largest asset. This asset has more demands of it than any other you own. Typically your business represents 65% to 85% of your net worth and provides approximately 90% of your net income according to the Family Firm Institute (information from Family Firm Institute website as of 08/12/2011). Furthermore, your business is a symbol of your success in the community…it is difficult to separate you and your business.

The business has the task of providing income for you and your family to achieve its dreams and goals, as well as cover obligations. In addition to the needs of your family, the business must have an income stream to pay employees and obligations to creditors.

Business Owner Strategies to consider:

  • Profitability
  • Executive benefits
  • Employee retention/turnover
  • Pension and medical benefits
  • Employee Stock Ownership Plan (ESOP)
  • Forecasting
  • Continuity
  • Succession planning
  • Tax efficient wealth strategies
  • Exit planning