6 Questions You Must Ask Yourself Before Any Big Business Decision
March 30th, 2020 David Finkel (Taxloopholes.com Advisor)
As a business coach, I have helped thousands of business owners make major business decisions. We have worked through major key hires, acquisitions, exit strategies, large equipment purchases and everything in between. And for many business owners, making a big business decision can be paralyzing. It’s not uncommon to get caught up in the details […]
Planning for Small Business Owners: Part 6
March 27th, 2020 David Blain (Taxloopholes.com Advisor)
David Blain, CFA is CEO and Founder of BlueSky Wealth Advisors, and author of “Invest in Your Life, Not Just your Portfolio.” Estate planning for business owners can be extremely complicated. If their business has any value, they will need more than just a will and power of attorney. Working with an estate attorney or […]
5 Things You Should Do Right Before a Big Negotiation
March 23rd, 2020 David Finkel (Taxloopholes.com Advisor)
Want to make more money? Negotiate. Want to get a better price with a vendor? Negotiate. Want to hire that rock star new hire? Yup, you guessed it….negotiate. Over the past 25 years, I have helped thousands of business owners scale and grow their companies to new heights. And the single most important skill that […]
Planning for Small Business Owners: Part 5
March 20th, 2020 David Blain (Taxloopholes.com Advisor)
David Blain, CFA is CEO and Founder of BlueSky Wealth Advisors, and author of “Invest in Your Life, Not Just your Portfolio.” When doing retirement planning, its important to not get fixated on just the portfolio and saving strategies. You have to remember to create a strategy for the business itself and understand the value […]
