For the Business Owner

Creating a business and nurturing it to grow is in many ways like raising a child.  Is your business in its infancy where it requires your attention one hundred percent of the time? Has your business reached toddlerism - old enough to begin to navigate on its own, but needing your close supervision and care? Perhaps your business has matured to the teenage years - old enough to need the space to assert its independence in order to really grow to full maturity. And if your goal is to develop a business that not only provides you a career and challenge, then your vision is to see your business into adulthood - where it stands completely independent of you and becomes something you leave as a legacy, with the values and mission you hold dear.

Starting and running your own business and creating your own legacy can be tremendously rewarding.  It can also consume much of your time, energy and spirit.  Most business owners know this dichotomy intimately, and are comfortable dedicating these personal resources to achieve their business goals.  But most business owners would also like to maximize what their business can contribute back to their life, or those of their employees, in the way of financial resources and benefits.

These and many other financial aspects of your business are ones we can assist you with, so that your business better contributes to your life:

• Is your company maximizing its financial capabilities?
• Are you utilizing your business to provide retirement resources?
• Are you minimizing taxation?
• What is your business succession plan?
• Are you structuring the business today to maximize future potential for sale of what may be your largest asset?
   

Read articles written by Michelle Ash, CFP^®,CDFA^TM   

The Roth 401(k): Additional Opportunity for the Small Business Owner