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
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.
2020 Tax Strategies For Small Business Owners
Certain tax strategies for small business owners can help minimize what you owe. So if this is the first time you’ve thought about your taxes all year, don’t worry. Here are a few ideas that may help lower your 2020 tax bill.
Three Key Investment Strategies Hidden in Plain Sight
Instead of fixating on the headline news, consider that liberating financial white space. There, hidden in plain sight, you’ll find a number of powerful investment strategies that are freely available and far more within our control.
Take the guess-work out of your retirement plan.
Start your journey with a complimentary financial assessment to evaluate your retirement readiness.