One of the most important challenges business owners face is retaining their key performers, whether those are members o…
Business
When Should Business Owners Start Succession Planning?
It is estimated that two-thirds of all businesses in the United States are owned by baby boomers and three-quarters of t…
Business Owners: Are Your Employees Retirement Ready?
A well-structured, industry-competitive retirement plan is more than just an element of your benefits package. It can br…
Top 10 Budgeting Tips for Your Business
The following article was prepared by a professional with our affiliate, Wipfli LLP. With more than 1,900 associates, 49…
Is 2018 the Year You Finally Start That Business?
For some people, starting a business may sound like a great new adventure. Perhaps you’re no longer passionate about you…
Should You Offer an Executive Benefit Plan?
It’s well-known that a company’s most valuable asset is its human capital: the employees. For business owners, attractin…
Is Your Practice Ready for a Retirement Plan?
This article was co-authored by Pamela Branshaw, CPA, CEBS, partner and Employee Benefits Services leader at Wipfli LLP,…
Is Your Buy-Sell Agreement Properly Funded?
Are you an owner in a privately held business? If so, you’ve likely spent years building a valuable financial interest i…
5 Succession Planning Questions Every Family Business Owner Must Consider
Succession planning for family business owners is one of the most talked-about areas of financial planning — but it is o…
Have You Outgrown Your Retirement Plan?
Do you have a SIMPLE IRA? If your answer is “yes,” there’s a good chance that you established the plan during the early …