In A Nutshell
Oak Capital Advisors' blog provides entrepreneurs with straightforward and succinct guidance for business and financial success.
Recent Articles

5 Habits That Can Help You Retire a Millionaire
These five habits can help you retire a millionaire without relying on proceeds from the sale of your business to fund your retirement.

Choosing the Right Self-Employed Retirement Account
If you need to select a self-employed retirement account, this guide can help you decide which option is right for you.

How to Build a Business Cash Reserve
A business cash reserve can help protect you from the many challenges entrepreneurs often encounter while running a business.

How to Set Up a 401(k) Plan for Your Small Business
Setting up a small business 401k plan can be a great way to attract and retain key employees. These steps can help you get started.

Fair vs. Equal: Distributing Ownership of the Family Business
When planning their estate, many parents choose to simply divide their assets equally among their children. But distributing ownership of the family business poses a significant challenge.

The Complete Guide to Buy-Sell Agreements
Buy-sell agreements typically aren’t the first thing partners discuss when forming a business. Nevertheless, it’s important to have a formal exit strategy in place when there are multiple business owners in an organization.
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