Tag: Business Planning & Succession

Article
August 30, 2022
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When Is the Right Time to Sell Your Business?

Succession planning can be a real thorn in the side of business owners. Should you sell to your partners or employees, an outside buyer, or simply wind down your business when you decide you’ve had enough? Each situation is different, but business owners do face some common factors when determining whether to sell.

Home
June 10, 2022
Savant Wealth Management Webinar

Family Business Succession Planning [On-Demand Webinar]

If you own a closely held business, the past two years may have changed or even accelerated your plans for the eventual transfer of your business and your timing for partial or complete retirement. If you have considered selling or transferring your business to key employees, partners, family members or outsiders, you won’t want to miss this webinar.

Article
February 27, 2022
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What’s the Employee Engagement Gap and How Is It Affecting Your Business?

Gallup defines employee engagement as the involvement and enthusiasm of employees in their work and workplace. There are several approaches to increase engagement and productivity on your team.

Article
December 8, 2021
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Selling a Small Business? How an “Interpretive” Advisor Can Help

The process of selling a business can be daunting — especially for a small business owner. However, if you work with a financial advisor, you may be able to enlist their help to position your business for a sale and potentially keep more of the proceeds.

Article
October 29, 2020
Business Succession Planning is Passing the Baton

Three Essential Steps to Business Succession Planning

When you’re running and growing a business, it may seem impossible to find the time to think about and create a business succession plan. Chris Plagge, director of tax and business services, helps you make sense of all the moving parts in his latest blog post.

Article
June 26, 2019
Hands Shaking after Sale

Asset Sale vs. Stock Sale of a Business – What’s the Difference?

To highlight some of the key differences between an asset and stock sale, let’s review some important tax, business liability, and complexity considerations.

Article
November 17, 2018
Retirement

Small Business Owners: Do You Know Your Retirement Plan Options?

Why should employers care about having a retirement plan as a part of their benefits package? Two answers and several options.