Informative Articles
Our first priority is helping you take care of yourself and your family as you work your business. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. We thought these articles would be of use to you.

8 Year-End Tax Planning Tips for Business Owners
Eric D. Bailey, CFP® | October 2018
In light of the 2017 Tax Cuts and Jobs Act (TC&JA), here is a brief reminder of valuable 4th quarter tax planning for business owners. These 8 tips include timely new issues and older issues that still matter a lot. The Tax Cuts and Jobs Act (TC&JA) is the most significant reform to the U.S. Internal Revenue Code since 1986.

Problems With Five (5) Year Exits
Eric D. Bailey, CFP® | June 2018
This newsletter is written to help owners see that the perpetual 5-year plan is not good for themselves or their businesses and that the natural tendency to delay the planning for your eventual exit may be costly to both you, your company, and the people who depend on your business for their livelihood.

Planned Exits
Eric D. Bailey, CFP® | June 2018
This newsletter gives the top ten (10) reasons why owners should think about planning their business exit in 2015 and encouraging them to start planning for this critical transition for their company, whether the actual event will happen in the next year or in the next ten (10) years.

Owner Dependence Impact
Eric D. Bailey, CFP® | June 2018
This newsletter is written to assist owners with understanding how their options for an eventual exit can be impacted by how dependent their business is on them. It also introduces a new tool, the Owner Dependence Index (“ODI), to assist with taking this initial measurement.

Overview Process
Eric D. Bailey, CFP® | June 2018
This newsletter provides five (5) steps that owners can take in Creating a Transferable Business™. It is written with the intention of having owners think through the transferability of their business and what decisions they can make today that will make their business easier to transition to a new owner in the future.

Key Employees
Eric D. Bailey, CFP® | June 2018
This newsletter is written for owners of privately-held companies who are looking to figure out the key manager incentive plan which best achieves their personal and business goals, particularly as they relate to a future transition or exit from the business.

Internal vs. External Transfers
Eric D. Bailey, CFP® | June 2018
In this exit strategies newsletter, we will compare the internal transfer methods for businesses to the external transfers and examine why it’s important for business owners to consider both exit options in designing their exit strategy plans.

Adopting an Exit Planning Process and Mindset
Eric D. Bailey, CFP® | June 2018
This newsletter is written to encourage privately-held business owners to adopt an exit planning process and to develop an exit planning mindset, no matter where the financial or operating condition of their business stands in any given year. To assist owners with this task, we address the topic of Adopting an Exit Planning Process and Mindset as the first step in Creating a Transferable Business™.

Taking Measurement of Your Management Team
Eric D. Bailey, CFP® | June 2018
This newsletter is written to help owners with the process of Creating a Transferable Business™ by focusing their attention on their management team and how they can align interests and communicate their plans to make for a seamless transition.

Understand and Evaluate Your Industry Transfer Statistics
Eric D. Bailey, CFP® | June 2018
This newsletter takes a closer look at the important topic of an owner's understanding of their industry transfer statistics to further the process of having them think through the transferability of their business in light of the industry in which they currently exist.