Video Series - Mistakes Business Owners Make And How to Avoid Them
Starting a business can be overwhelming. Part of ensuring that you're poised for success is having a Certified Financial Planner at your side to make sure you've covered every aspect and protected yourself and your business to the fullest extent. Having the right financial advisor by your side Read more…
The Information You Need For Every Type of Business to develop a successful Succession Plan
As a business owner, you may have spent years growing, cultivating and shaping your company to match your strategic vision. It’s your baby, your lifeblood. While moving on or selling it might not be on your mind currently, but considering an exit strategy and succession plan now will help you to be Read more…
Video Series - Mistake #5 - No Retirement Plan
In this video, Senior Wealth Manager, Sara Gelsheimer , speaks to why it's important to set up your own retirement plan as a small business owner . Read more…
Video Series - Mistake #4 Business Owners Make: Independence
Join Senior Wealth Manager, Sara Gelsheimer , for this video where she d iscusses the importance of building a strong advisory board versus being too independent and trying to go it alone in your business. Read more…
Video Series - Mistake #3 Business Owners Make: No Risk Mitigation
Join Senior Wealth Manager, Sara Gelsheimer, as she discusses the importance of being appropriately insured and provides considerations for mitigating risk in your business. Read more…
Video Series - Mistake #2 Business Owners Make: Bad Cash Flow Management
Managing cash flow in a business is vital to survival. Don't miss video #2 on Bad Cash Flow Management in Senior Wealth Manager, Sara Gelsheimer's series on common mistakes business owners make and how to avoid them. Read more…
Video Series - Mistake #1 Business Owners Make: No Worst-Case Scenario Plan
When running your own business, being prepared for the unexpected can help prevent disaster. Read more…
How to Handle Post-IPO Equity
For years, investing in Silicon Valley was predominantly reserved for ultra-wealthy venture capitalists, but that exclusive landscape is changing. The last year has seen three massive initial public offerings (IPOs) from software vendor Snowflake (NYSE: SNOW), takeout delivery company DoorDash Read more…
Is My Business Right For a Cash Balance Plan?
I wrote a piece about what a Cash Balance Plan is recently, which you can find here. The natural question after reading that is “Is my business a good candidate to set up a Cash Balance Plan?” Read more…
