Business-Owner Planning Checklist
For many business owners, the business itself represents a significant share of personal net worth — which means business decisions and personal financial planning are more connected than they might first appear. This checklist is designed to help you think through where the two intersect.
What's inside
- Where business and personal finances currently overlap
- Retirement plan design considerations for you and your employees
- Succession, buy-sell, and risk-coverage prompts
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