Passing the Torch: How to Avoid Fumbling the Family Business
Avoid common family business pitfalls with succession planning strategies to prevent power struggles, ensure smooth leadership transitions, and secure long-term success.
5 Wealth Preservation Strategies for Business Owners
Protect your business and personal assets with wealth preservation strategies, including diversification, estate planning, tax efficiency, insurance, and succession planning.
Financial Planning for Business Owners
Master financial planning to align your business and personal goals, ensuring long-term success and financial health for your company.
Business Owner Survival Guide
When contemplating an outright business sale to an outside entity, the first or foundational level of planning should be contingency planning.
Business Retirement Plans: Are You On The Hook?
As a business owner or executive, you are most likely the fiduciary of your company’s retirement plan. As the plan’s fiduciary, you are responsible and liable for oversight of the plan’s administration, investments and fees.
Six Questions to ask your Retirement Plan Advisor
It is a very good use of time for a business owner or executive to review your retirement plan to ensure that you are providing the best benefit possible to your employees and to also reduce the potential for a lawsuit for breach of fiduciary duty.
Surviving the Transition for a Family Business | Central Trust
It's important to be prepared if you want your family business to survive the passing of generations.
Tax Planning Considerations for the Seller | Central Trust
Selling a business can be complicated and daunting – and may bear substantial tax consequences.