Educational guides and planning tools for business owner clients. Find the right piece, copy the link, and send it — or pull it up together in a meeting.
SIMPLE IRA, SEP-IRA, Solo 401(k), and full 401(k) — contribution limits, eligibility rules, and the real trade-offs. Includes expandable detail panels for each plan.
Interactive valuation and exit readiness assessment for business owners exploring a future sale or transition.
What actually moves the needle on your sale price — financial performance, growth potential, owner dependence, customer concentration, and team and systems.
W-2 salary vs. S-Corp distributions — find the tax-optimal split for your business structure and income level.
Sole prop, Partnership, LLC, S-Corp, C-Corp — taxes, liability, exit planning, and which structures require a separate tax return.