In A Nutshell
Retirement & Exit Planning Advice for Business Owners
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.
Successfully transferring ownership of a business isn’t guaranteed. One way to beat the odds is to start planning early.
While the pandemic had an outsized effect on small businesses, local business owners continually face new and ongoing challenges. Fortunately, there are business strategies you can leverage to help set your local business up for success and overcome future obstacles.
While there are many paths to success, the most successful entrepreneurs embrace business practices that allow them to scale, grow, and adapt.
Though seller financing has its advantages, there are potential risks involved. Understanding the pros and cons of seller financing your small business sale can help you determine if it’s the right exit path for you.
Valuing a publicly traded company is easy; you simply multiply the company’s stock price by the number of shares outstanding. Unfortunately, determining the value of a privately owned business isn’t always so transparent. And if you operate a niche business, the valuation process can be even more complex.
Take the guess-work out of your retirement plan.
Start your journey with a complimentary financial assessment to evaluate your retirement readiness.