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.
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Recent Articles
How to Be Sure You Are Leaving Your Business in Good Hands
Most business owners are considering several options for the future of the ownership of their businesses. If you’re keeping your options open, that is typical.
Selling Your Business To A Key Employee
What is a Key Employee? Key employees are those who have a direct and significant impact on business value, meaningfully participate in the business’ strategic
The 7 C’s of Planning Success
Success can be a nebulous concept. What one business owner considers success might only be a step on the path to success for you. What
Selling Your Business Or Not: The Planning Is The Same
There are many things for you to consider as you think about the future of your business ownership: When is the right time to move
Can Family Business Transfers Succeed?
In the checkered, but always interesting, history of nepotism (as it relates to business transfer) we find that parents hope a child will take over
Successful Planning Starts Much Earlier Than You Think
Many business owners believe they have plenty of time to create a successful plan for the future of their businesses. Most commonly, owners think that
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