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
The Complete Guide to Seller Financing Your Small Business Sale
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.
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.
Can an ESOP Benefit Your Business?
As a business owner, you’re constantly balancing competing objectives. The good news is there’s a solution that can help you achieve multiple business goals concurrently.
Transferring the Family Business to the Next Generation
Balancing your long-term objectives with family relationships can be challenging when transferring the family business. While clear documentation and open communication can make the transition easier, you’ll want to keep a few things in mind as you plan your succession.
Preparing Your Business for Rising Inflation
While some inflation can signal a healthy economy, it can have far reaching implications over an extended period. The good news is a little foresight can go a long way when it comes to preparing your business for rising inflation.
Asset Protection Strategies for Entrepreneurs: The Ultimate Guide
Even the savviest entrepreneurs fear what an unexpected setback may mean for their family or their business. The good news is as business owners, we can prepare accordingly.
Take the guess-work out of your retirement plan.
Start your journey with a complimentary financial assessment to evaluate your retirement readiness.