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
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.
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.
Liquidity & Diversification Strategies for Entrepreneurs
While there’s nothing wrong with self-funding your business, you may end up with a concentrated position in your own company stock, which can be difficult to unwind.
6 Times Entrepreneurs Need a Financial Advisor
There are many reasons entrepreneurs tend to be skeptical of paying for financial advice. Still, there are times when working with a trusted advisor can be more valuable than going it alone.
The Entrepreneur’s Roadmap to Retirement
Do you want to eventually exit your business and retire? If your answer is yes—or even maybe—you’ll want to ensure you’re financially prepared for your transition from business owner to retiree.
Take the guess-work out of your retirement plan.
Start your journey with a complimentary financial assessment to evaluate your retirement readiness.