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Business Owners Category
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Young Professional Business Owners: What Kind of Entity Should Your New Business Be For Tax Mitigation?
25 Nov 2024 by: Brian Matter

If you’re a young professional starting a business or even a seasoned entrepreneur, you know how the excitement of diving into something new can sometimes…

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2024 Year-End Tax Planning for Business Owners
29 Oct 2024 by: Brian Matter

As we quickly approach the end of the year, business owners may have additional opportunities to reduce their tax liability, save more, and position themselves…

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Estate Planning for Business Owners: Keeping Your Business and Personal Finances Safe in Succession

As a business owner, you’ve likely poured not only your time and energy into building your company but also your personal assets. Being deeply invested…

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Financial Planning for Business Owners

Running a business means juggling many hats, from leading your team to caring for your loved ones. Beyond numbers, your financial planning decisions shape the…

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Retirement Planning for Business Owners

As a business owner, you’ve meticulously planned every aspect of growing your business. However, working with entrepreneurs in San Diego, we’ve found many business owners…

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Business Owners — Mind the Gap(s)
20 Jan 2022 by: Brian Matter

If you have ever traveled on the London Underground, you have undoubtedly seen the signs and heard the announcements to “Mind the Gap” between the…

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Accelerating Value—5 Stages of Value Maturity and Value Maturity Index

How Valuable is Your Business?  As a San Diego business owner, your business is often the most valuable asset in your net worth. Just as…

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San Diego Business Owners—Are You Prepared for the 5 Ds?
28 Oct 2021 by: Brian Matter

According to the Exit Planning Institute, 79% of business owners have no written transition plan and 48% have not completed any exit planning. On top…

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Value Acceleration in Your Business – The Triggering Event
27 Aug 2021 by: Brian Matter

The Goal = A Successful Business Exit The Strategy = Focusing on Creating Business Value in Addition to Income Where to Start? = You may…

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Intellectual Capital Makes All the Difference in Your Ability to Sell Your Business
24 Jun 2021 by: Brian Matter

Many business owners believe their business will sell overnight. When they finally go to market to find a buyer, those same owners are often surprised…

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