Planning for business expansion includes anticipating the need for expansion, analyzing the appropriateness of a capital expenditure or a loan, securing appropriate financing in a timely fashion, and implementing the plan. Effective planning also involves an analysis of your current assets, debts, and profit levels as well as a projection of the necessary assets, debts, and profit potential of your expanded business.

The SECURE Act 2.0 legislation has changed the landscape when it comes to RMDs (required minimum distributions) – but what does this actually mean for those planning for retirement?

The thought of retiring may be intimidating for anyone—but if you own your own business, handing your “baby” to new owners might be enough to stop you in your tracks. What might you do to set your successor up for success? What should all business owners know before they go?

Life insurance benefits small business owners and their heirs in many ways, from providing for loved ones to providing financial stability to your company after you’re gone. On our blog we discuss some of the reasons small business owners should carry one or more life insurance policies for their business.

If you’ve ever wanted to become an entrepreneur without starting from scratch, buying an existing business could be your ticket. This guide will help you through every step of the process, so that purchasing your dream business can become a reality!