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
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
How Business Owners Are Approaching Their Futures
As a business owner, you know that planning is crucial, and that the new year is typically when you implement new strategies. As the new
Friction Between Business Owners
All business partnerships eventually come to an end when one or more partners leave the business, whether by choice or otherwise. Being prepared for the
How to Be Sure You Are Leaving Your Business in Good Hands
Most business owners are considering several options for the future of the ownership of their businesses. If you’re keeping your options open, that is typical.
Selling Your Business To A Key Employee
What is a Key Employee? Key employees are those who have a direct and significant impact on business value, meaningfully participate in the business’ strategic
The 7 C’s of Planning Success
Success can be a nebulous concept. What one business owner considers success might only be a step on the path to success for you. What
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