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Problems Facing Small Business Owners and Professionals

As a small business owner or professional, you face many challenges not only in the day-to-day management of your business, but in ensuring its long term viability. Most of us, however, spend more time managing the day-to-day than planning for the long-term. To ensure your business is successful, some of the concerns you need to address are listed below:

    • disability or loss of an owner
    • disability or loss of a key person
    • attracting employees/executives
    • retaining employees/executives
    • using the business to support retirement income
    • business investment income taxes
    • covering capital gains tax liabilities

We help address these concerns.