In A Nutshell
Oak Capital Advisors' blog provides entrepreneurs with straightforward and succinct guidance for business and financial success.
Recent Articles

How to Build a Business Cash Reserve
A business cash reserve can help protect you from the many challenges entrepreneurs often encounter while running a business.

How to Set Up a 401(k) Plan for Your Small Business
Setting up a small business 401k plan can be a great way to attract and retain key employees. These steps can help you get started.

Fair vs. Equal: Distributing Ownership of the Family Business
When planning their estate, many parents choose to simply divide their assets equally among their children. But distributing ownership of the family business poses a significant challenge.

The Complete Guide to Buy-Sell Agreements
Buy-sell agreements typically aren’t the first thing partners discuss when forming a business. Nevertheless, it’s important to have a formal exit strategy in place when there are multiple business owners in an organization.

Succession Planning 101: Preparing for the Death or Disability of Key Personnel
Death and disability are topics most of us prefer to avoid. So, it’s no surprise that many business owners fail to prepare for the possibility

5 Steps for Successfully Transferring Ownership of a Business
Successfully transferring ownership of a business isn’t guaranteed. One way to beat the odds is to start planning early.
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