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.
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
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.
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.
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
Take the guess-work out of your retirement plan.
Contact us for a free retirement assessment to streamline your path to retirement.