In A Nutshell
A financial advice blog for forward-thinking entrepreneurs and aspiring retirees
Discover the answers to all of your exit, tax, and retirement planning questions. Oak Capital Advisors’ blog provides entrepreneurs with straightforward and succinct guidance for business and financial success leading up to and during retirement.
Recent Articles
Liquidity & Diversification Strategies for Entrepreneurs
Many successful entrepreneurs fund their small businesses with personal capital. It’s also common to reinvest earnings to support growth. If you’ve taken this approach in
6 Times Entrepreneurs Need a Financial Advisor
Ask any successful business owner the key to success, and he or she will likely tell you that you can’t do it alone. As entrepreneurs,
The Entrepreneur’s Roadmap to Retirement Part 3: Transition From Business Owner to Retiree
At the end of the day, you want to be able to retire on your own terms. Meaning, you need to consider all factors that may impact your ability to do so and prepare yourself accordingly—before the day arrives.
The Entrepreneur’s Roadmap to Retirement Part 2: Plan Your Exit Strategy
In our previous post, we emphasized the importance of leveraging a qualified retirement plan to supplement your liquid assets in retirement. Part two focuses on developing a plan for your business exit strategy.
The Entrepreneur’s Roadmap to Retirement Part 1: Make Saving a Priority
As an entrepreneur, you likely have a vision for your business. However, you may not have thought about your end goal. In other words, do
2020 Tax Strategies For Small Business Owners
Tax season is in full swing, which means you may be writing a check to Uncle Sam in the not-too-distant future. And if you’re like
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