For many business owners, life insurance is more than a safety net, it can be a powerful, underutilized strategic tool. Founder and CEO Michael Gold recently spoke to FA Magazine as they explored how life insurance provides liquidity, supports succession planning and protects companies thro …
This article presents three Value Drivers business owners can begin installing right now, along with what they need to properly install them as they build business value. Read More
This article offers three things business owners should consider if they intend to pass their businesses to their children or insiders. Read More
This article provides three ways for business owners to more successfully plan for retirement, along with the consequences of taking these actions. Read More
This article provides three strategies for business owners that can help them become more recession resistant while planning for a successful business future. Read More
This article provides business owners five steps they can take to plan for a successful future and shows that they don’t need to have a complete plan from the start. Read More
This article uses a fictional but representative account to raise awareness among business owners about the challenges of approaching retirement. Read More
