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.
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.
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.