5 Financial Planning Tips Small & Medium Business Owners Need to Know
Автор: Scott Sturgeon, JD, CFP®
Загружено: 2025-08-04
Просмотров: 8382
Описание:
In this video, Scott Sturgeon, Senior Wealth Advisor at Oread Wealth Partners, addresses crucial financial planning aspects for business owners. He highlights the importance of estate planning, the separation of business and personal assets, the necessity of maintaining a cash buffer, tax planning, and exit strategies. Whether you're an SMB owner, an entrepreneur through acquisition, or planning to retire in the next few years, these key points will help you protect your business and personal finances, and ensure a smooth transition when you decide to exit your business.
Curious to learn more?
Schedule a Consultation With Us: https://calendly.com/scottsturgeon/or...
Subscribe to our Newsletter: https://oreadwealth.us5.list-manage.c...
Check out our Blog: https://oreadwealth.com/insights/
00:00 Introduction: Balancing Business and Personal Finances
00:50 - #1) Importance of Estate Planning
04:11- #2) Separating Business and Personal Assets
05:40 - #3) Building a Cash Buffer for Your Business
07:21 - #4) Understanding Tax Obligations and Planning
08:55 - #5) Planning Your Exit Strategy
10:20 - Conclusion: Integrating Personal and Business Financial Planning
#SMB #ETA #entrepreneur #businessowner #businessownertips #businessowners #Entrepreneurthroughacquisition
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке:
