SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.

business owners

Graphic for The Owner’s Corner podcast episode 15, featuring Maggie Browning and the SYM Financial Advisors logo for an independent, commission-free fiduciary with 55+ years of serving clients.

When Passion, Community, and Business Meet with Maggie Browning

June 27, 2023

Maggie Browning is the Franchise Partner of the Burn Boot Camp locations at Fishers and Zionsville, Indiana. Burn Boot Camp is a network of fitness facilities that envisions a world where women love themselves today and are inspired by who they’ll be tomorrow. Before working with Burn Boot Camp, Maggie worked as the Deltek Systems Analyst at Walker Consultants and the Project Administrator at McShane Construction Company. She holds a Bachelor of Science in Business

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Graphic for “The Owner’s Corner” podcast episode 14 featuring Seth Whicker, branded with the SYM Financial Advisors commission-free fiduciary logo.

The Importance of Buy Sell Agreements

May 16, 2023

In this episode of the Owner’s Corner podcast, host Seth Whicker, a certified financial planner, stresses the importance of having a Buy Sell agreement for any business owner. He explains that while a robust estate plan covers some aspects, a Buy Sell agreement outlines how other people may become owners within the company, how shares will be valued and transferred, and what will happen to shares in the event of a shareholder’s death or disability.

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Graphic for The Owner’s Corner, Episode 12, featuring Jill Young and the SYM Financial Advisors logo for the independent, commission-free fiduciary with 55+ years of serving clients.

The EOS Advantage with Jill Young

April 25, 2023

Jill Young is the Head Coach and Expert EOS Implementer at EOS Worldwide. Having been an EOS implementer since 2014, Jill has implemented the Entrepreneurial Operating System with over 80 companies and has held over 900 EOS consultations with entrepreneurs. She formerly managed the growth and health of Williams & Company CPAs as its President. She is the author of The Advantage book series, which includes The Courage Advantage, The Learning Advantage, and The Thinking

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Graphic for The Owner’s Corner podcast episode 11 featuring Denny and Kim Fuller and the SYM Financial Advisors logo, a commission-free fiduciary.

Working Together in a Family-owned Business and a Family-founded Nonprofit with Denny and Kim Fuller

March 28, 2023

Denny and Kim Fuller are the former owners of Little Crow Foods, a food company established in 1903. Denny and Kim became the fourth-generation owners of Little Crow Foods after acquiring it in 1983 and managed its operations until the company’s exit from the food industry in 2012. They have been volunteering their time and entrepreneurial skills to the Humanity and Hope United Foundation following the sale of Little Crow Foods. Founded by Denny and

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Graphic for The Owner’s Corner episode 10 featuring Melissa Bradberry and SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Tax, Business, and Exit Strategies for Medical Practice Owners with Melissa Bradberry

February 28, 2023

Melissa J. Bradberry, CPA, is a Director at Baden Gage & Schroeder LLC, one of the largest certified public accounting and business consulting firms in Indiana. With over 18 years of professional tax experience, Melissa has extensive industry knowledge with clients involved in medical industries, manufacturing and service industries, and financial institutions. Melissa joined the firm in 2018 as a tax manager, a role where she was responsible for individual and business clients. She received

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Two SYM Financial Advisors in formal attire lean over a table, reviewing information on a laptop.

Advantages and Disadvantages of an S Corporation

January 12, 2023

Many business owners assume that incorporating their business will be too costly or time-consuming, but this is not always the case. If you are just starting your business or have been operating as a sole proprietorship or general partnership, you may be wondering about the advantages of incorporating your business as an S Corporation.  In this article, we explore the tax-deduction advantages and disadvantages of the S Corporation. What Is an S Corporation? To form

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