Канал: Entrepreneur Aligned

Finite vs. Infinite Games in Business Planning

Finite vs. Infinite Games in Business Planning

Strategic Investment Planning for Business Owners

Strategic Investment Planning for Business Owners

Understanding Alternative Investments

Understanding Alternative Investments

Vision and Values Exercise

Vision and Values Exercise

How to Align Wealth with Values

How to Align Wealth with Values

Business Exit: Are You Being Pushed or Pulled?

Business Exit: Are You Being Pushed or Pulled?

How Tax Planning Differs from Tax Compliance

How Tax Planning Differs from Tax Compliance

4 Pitfalls of Mixing Business and Personal Wealth

4 Pitfalls of Mixing Business and Personal Wealth

Navigating Succession as a Small Business Owner

Navigating Succession as a Small Business Owner

Why You Need to Engage in External Business Valuations

Why You Need to Engage in External Business Valuations

How to Ensure Business Continuity

How to Ensure Business Continuity

Why We Need to Normalize Money Conversations at Home

Why We Need to Normalize Money Conversations at Home

The Art of Tax-Efficient Singles in Investment

The Art of Tax-Efficient Singles in Investment

The Pursuit of “Enough”: Escaping the Endless Financial Chase

The Pursuit of “Enough”: Escaping the Endless Financial Chase

Navigating Tax Transition: 5 Important Considerations for Business Owners as TCJA Expires

Navigating Tax Transition: 5 Important Considerations for Business Owners as TCJA Expires

Navigating Generational Wealth: Strategies for Closely Held Businesses

Navigating Generational Wealth: Strategies for Closely Held Businesses

Tax Strategy Insights: Paying Children in Your Business and Charitable Giving Options

Tax Strategy Insights: Paying Children in Your Business and Charitable Giving Options

Unveiling the Mystery: Understanding Bitcoin ETFs

Unveiling the Mystery: Understanding Bitcoin ETFs

Nurturing Legacy - The Power of Open Conversations with Heirs

Nurturing Legacy - The Power of Open Conversations with Heirs

Maximize Your Life with Our Personal Wealth Operating System

Maximize Your Life with Our Personal Wealth Operating System

Managing Variable Income as a Business Owner

Managing Variable Income as a Business Owner

Out of the Box Exercises for Setting Financial Goals

Out of the Box Exercises for Setting Financial Goals

Keeping Your Business and Personal Wealth Separate

Keeping Your Business and Personal Wealth Separate

Year-End Tax Planning Strategies for Entrepreneurs

Year-End Tax Planning Strategies for Entrepreneurs

Intergenerational Travel: Creating Amazing Experiences with Your Family

Intergenerational Travel: Creating Amazing Experiences with Your Family

6 Strategies for Building Wealth as a Business Owner

6 Strategies for Building Wealth as a Business Owner

Aligning Wealth and Values: Short-Term vs. Long-Term Planning

Aligning Wealth and Values: Short-Term vs. Long-Term Planning

How to Approach Risk Management as an Entrepreneur

How to Approach Risk Management as an Entrepreneur

Increasing Your Owner Benefit When Your Business is Not Performing

Increasing Your Owner Benefit When Your Business is Not Performing

How to Become a Ski Home Owner

How to Become a Ski Home Owner

Being Strategic When It Comes to Charitable Giving

Being Strategic When It Comes to Charitable Giving

What To Do with Excess Cash in a Business

What To Do with Excess Cash in a Business

Have you thought about tax planning recently?

Have you thought about tax planning recently?

Business Equity Planning with Multiple Partners Part II

Business Equity Planning with Multiple Partners Part II

Business Equity Planning with Multiple Partners Part I

Business Equity Planning with Multiple Partners Part I

Retirement v. Business Owner Planning

Retirement v. Business Owner Planning

When to Make a CPA Change

When to Make a CPA Change

What is Financial Planning for Business Owners?

What is Financial Planning for Business Owners?

Where to Raise Cash When Business is Not Going Well

Where to Raise Cash When Business is Not Going Well

Small Business Acquisition and SBA 7(a) Loans

Small Business Acquisition and SBA 7(a) Loans

Top 3 Ways to Increase Your Business Valuation Fast

Top 3 Ways to Increase Your Business Valuation Fast

Why Matching Investments With Your Spending Needs

Why Matching Investments With Your Spending Needs

Four Pillars of Entrepreneur Wealth

Four Pillars of Entrepreneur Wealth

Financial Freedom: Finding Your Enough Number

Financial Freedom: Finding Your Enough Number

Cash Reserves for Quarterly Estimated Taxes

Cash Reserves for Quarterly Estimated Taxes

Entity Structuring: Tradeoffs between LLCs and S-Corps

Entity Structuring: Tradeoffs between LLCs and S-Corps

Are We Heading Into a Recession?

Are We Heading Into a Recession?

Fitness for Entrepreneurs: 3 Important Keys

Fitness for Entrepreneurs: 3 Important Keys

Key Factors for Business Valuation

Key Factors for Business Valuation

Optimizing Owner Benefit - Balancing Business Needs & Personal Goals

Optimizing Owner Benefit - Balancing Business Needs & Personal Goals

How to Get Time Flexibility as an Entrepreneur

How to Get Time Flexibility as an Entrepreneur

Risk Management as an Entrepreneur

Risk Management as an Entrepreneur

Maximize Your Travel Experiences: Top 4 Platforms and Tools

Maximize Your Travel Experiences: Top 4 Platforms and Tools

Working With a Financial Advisor: What is Your ROI?

Working With a Financial Advisor: What is Your ROI?

Your Wealth Team Changes Over Time

Your Wealth Team Changes Over Time

Opening Your Second Business

Opening Your Second Business

Hedging Concentrated Equity Positions

Hedging Concentrated Equity Positions

Choosing Your Vacation Home

Choosing Your Vacation Home

What We Don't Do - Focusing On What Matters

What We Don't Do - Focusing On What Matters

Become Your Own Personal Lender

Become Your Own Personal Lender

Charitable Giving Strategy for Entrepreneurs

Charitable Giving Strategy for Entrepreneurs

Exit Planning for Multiple-Partner Businesses

Exit Planning for Multiple-Partner Businesses

Your Business Exit: Push or Pull?

Your Business Exit: Push or Pull?

Retirement Planning for Entrepreneurs

Retirement Planning for Entrepreneurs

How Prepared Is Your Estate Plan?

How Prepared Is Your Estate Plan?

Capital Reserves - Strategies for Entrepreneurs

Capital Reserves - Strategies for Entrepreneurs

Capital and Financing - 4 Keys for Business Owners

Capital and Financing - 4 Keys for Business Owners

Managing Capital - Logistical & Emotional Needs

Managing Capital - Logistical & Emotional Needs

Leverage Your Cashflow for What Matters Most

Leverage Your Cashflow for What Matters Most

Connecting with Your Spouse on Personal Finances

Connecting with Your Spouse on Personal Finances

Try this Vision & Values Exercise!

Try this Vision & Values Exercise!

Why Tax Planning Matters for Entrepreneurs

Why Tax Planning Matters for Entrepreneurs

Small Business Valuation: Why It Matters + 4 Key Elements

Small Business Valuation: Why It Matters + 4 Key Elements

Exit Strategy for Small Business Entrepreneurs

Exit Strategy for Small Business Entrepreneurs