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.
Recent Articles
6 Financial Best Practices To End The Year Right
If 2020 has left you feeling like the fabled Sisyphus, forever pushing a boulder up a steep hill, you’re not alone. Thankfully, with two newly
Markets Are At All-Time Highs, So Why Is My Portfolio Underperforming?
Despite the challenges we’ve faced in 2020, we’re likely to end the year on at least one positive note—equity markets at home and abroad have
The Seven Step Exit Planning Process
There is a “recipe” for creating a successful intergenerational transfer. It isn’t the only recipe that works, but because it depends on six carefully chosen
Where Transferable Value Comes From
One of the most important elements of a successful business transition is transferable value. No matter what an owner sees for the future of the
Identifying “The Gap”
Business owners have a lot of information at their fingertips. There are calculators and assessments available for just about every aspect of your business and
Getting the Results You Want
As you consider your business exit, you may find that approaching it alone is prohibitively challenging. You may also find that some of the advisors
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