Tag: entrepreneurship

Can Small Business Owners REALLY Achieve Financial Freedom?

Written by Zachary Morris, CFP® on March 31, 2025.

Wondering how to sell your business for retirement? Learn how to determine your business’s value, close the wealth gap, and more.

Are you a business owner? Check out our video on this topic, too!

For many small business owners, their company is more than just a source of income—it’s their financial foundation. But when it comes time to sell the business and retire, a critical question arises: How to sell your business for retirement in a way that leads to long-term financial stability. Understanding the right sale price, aligning financial goals, and closing any wealth gaps are key steps in transitioning from business ownership to retirement.

Estate Planning for Business Owners: Fostering a Legacy Beyond Retirement

Written by Zachary Morris, CFP® on July 15, 2024.

Explore estate planning for business owners in our latest feature and learn how to better protect your assets and future.

Navigating the journey of entrepreneurship involves much more than just growing a business—it’s also about providing for its continuity and impact well into the future. Estate planning for business owners is not merely a strategy for personal wealth management, but a crucial step in cementing a lasting legacy that transcends their own tenure. If you’re an entrepreneur looking for guidance on building a legacy that may last, read on to explore how thorough planning can better safeguard your business’s future, give you a better chance at protecting your family’s financial security, and help you maintain the integrity of your life’s work beyond retirement.