Protect your Business with Insurance
If you or a key employee is suddenly unable to work, have insurance. It can help pay off business loans or provide you or your business partner with money to buy the other person’s share of the business if one of you is leaving.
Have an Exit Strategy
You may want to retire and pass on your business. That’s why it’s essential to have a plan to help with a smooth transition.
Leave a Legacy
Have a plan to help take care of loved ones that allows you to continue growing your wealth in a tax-efficient way. Have an estate plan ready to be easy to split fairly between family members. It’s essential to think about what will happen to your money and your family.