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.

Recent Articles

How to Value a Niche Business

How to Value a Niche Business

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.

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Financial Planning Basics for Entrepreneurs

Financial Planning Basics for Entrepreneurs

No matter what type of business owner you are—from freelancer to franchise owner—understanding these financial planning basics for entrepreneurs can help you overcome the various obstacles you’ll face along your path to financial freedom.

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