Posts tagged NYC Business Owners

Exit planning for business owners, when started early, significantly enhances business value and ensures personal and financial goals are met. By addressing potential issues and thoroughly preparing, owners can achieve a successful and fulfilling transition, maximizing the benefits of their hard-earned legacy.

Entrepreneurs, Wealth ManagementDavid Flores Wilson, CFP®, CFA, CEPA®May 26, 2024Financial planning for business owners, financial planning, NYC entrepreneurs, NYC Business Owners, NYC fee only CFP

Structures to Consider Before You Sell Your Business

By familiarizing themselves with the range of financial planning and tax strategies, entrepreneurs and business owners can significantly enhance their chance of success in a business sale.

Entrepreneurs, Wealth ManagementDavid Flores Wilson, CFP®, CFA, CEPA®February 16, 2024Sincerus AdvisoryBusiness Owner Personal Financial Planning, Business owner wealth management strategies, selling your business, Business Owner CFP, NYC Business Owners, NYC fee only CFP