In A Nutshell
Oak Capital Advisors' blog provides entrepreneurs with straightforward and succinct guidance for business and financial success.
Transferring the Family Business to the Next Generation
Balancing your long-term objectives with family relationships can be challenging when transferring the family business. While clear documentation and open communication can make the transition easier, you’ll want to keep a few things in mind as you plan your succession.
Preparing Your Business for Rising Inflation
While some inflation can signal a healthy economy, it can have far reaching implications over an extended period. The good news is a little foresight can go a long way when it comes to preparing your business for rising inflation.
Asset Protection Strategies for Entrepreneurs: The Ultimate Guide
Even the savviest entrepreneurs fear what an unexpected setback may mean for their family or their business. The good news is as business owners, we can prepare accordingly.
Financial Planning Basics for Entrepreneurs
No matter what type of business owner you are—from freelancer to franchise owner—understanding these financial planning basics for entrepreneurs can help you overcome the various obstacles you’ll face along your path to financial freedom.
Liquidity & Diversification Strategies for Entrepreneurs
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.
6 Times Entrepreneurs Need a Financial Advisor
There are many reasons entrepreneurs tend to be skeptical of paying for financial advice. Still, there are times when working with a trusted advisor can be more valuable than going it alone.
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