Business Owners Category
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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Business Sale and the Need for a Three-Legged Stool
28 May 2021 by: Brian Matter

“Am I ready to sell my business?”   The Exit Planning Institute’s State of Owner Readiness Survey shows most business owners will not be ready and…

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Business Owners’ False Dilemma – Value Versus Income
28 Apr 2021 by: Brian Matter

A false dilemma is a fallacy based on an “either-or” type of argument. Two choices are presented (when many more likely exist) and the claim…

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Payroll Tax Holiday – What Business Owners, Employees, and Retirees Need to Know
29 Sep 2020 by: Brian Matter

On August 8, President Trump signed a series of executive orders hoping to stimulate the U.S. economy as Congress remained at odds over an agreement…

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