Here are 10 decisions every business owner will come across. If you are a small business advisor, this article is for you. See how you can help them through these difficult decisions.
Business owners can be crazy-busy... they're busy running a successful business, wearing lots of hats and making a ton of decisions. As an advisor, helping a business owner plan ahead can help them achieve their business goals and personal goals. Not only are you helping them and their families, you're helping them protect and ensure their future prosperity and in some cases the next generation too.
We've put together a powerpoint presentation and video that covers 10 essential decisions for a business owner from considering corporate structure to retirement and succession planning. The essential questions include:
Best structure for your business (ex. Sole Proprietor, Corporation, Partnership)
What to do with surplus cash
Build employee loyalty
Deal with the unexpected
Retire from your business
Sell your business
Keep your business in the family
What to do when you're retired
The presentation is unbranded so you can add your own contact information, your website link and your logo to it. Don't forget to use it with your clients and centers of influence and on your website, email and social media.
The PowerPoint Presentation
Financial Tech Tools helps financial advisors grow their business by providing professional websites, calculators and online marketing. Professional websites, content, email and social media marketing done by financial industry experts that have their CFP, CLU, CHS and EPC designations. With over 25 years of financial services experience, FinTech speaks "advisor", talk to them to help grow your business:
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