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
The Benefit Of The Doubt: How Healthy Skepticism Can Help You Make Better Financial Decisions
Financial pundits and newscasters delivering so-called information have never been more prolific. Not to mention, continual advances in technology make it possible for us to
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
Take the guess-work out of your retirement plan.
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