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Podcast cover art for "The Owner's Corner" by SYM Financial Advisors. The design features overlapping geometric shapes in shades of green, blue, and purple. Text reads "EP14 Seth Whicker - Buy-Sell Agreement Insights" in the lower right corner. The SYM Financial Advisors logo is in the bottom left corner.

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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Podcast cover art for "The Owner's Corner" by SYM Financial Advisors, featuring bold geometric shapes in shades of teal, blue, green, and pink. The text on the cover reads "EP12 Jill Young: Business Owner Systems" and displays the SYM Financial Advisors logo.

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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Geometric design with overlapping shapes in green, blue, teal, and purple. The center text reads "The Owner's Corner." Bottom text reads "SYM Financial Advisors" on the left and "EP11 Denny and Kim Fuller" on the right. Highlighting the values of a family owned business.

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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A geometric design with vibrant intersecting colors forms the background. The text in the center reads "The Owner's Corner." The bottom left displays the SYM Financial Advisors logo. The bottom right has "EP10" and "Melissa Bradberry" written, discussing exit strategies for business owners.

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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A man and a woman are working together at a desk, both looking at a laptop screen. The man, wearing glasses and a blue suit, is standing with his hands on the desk. The woman, in a beige suit, is leaning over, pointing at the screen and smiling as they discuss S corporation advantages.

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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A promotional graphic for "The Owner's Corner" podcast, episode 8 featuring Jeff Taner discussing key insights on C Corp structures. The background is a geometric design with shades of blue, green, and pink. The SYM Financial Advisors logo is in the bottom left corner.

Understanding Taxes for Different Business Structures with Jeff Taner (podcast)

September 27, 2022

Jeff Taner is a certified public accountant and Managing Partner of DWD CPAs & Advisors, a firm that offers tailored assurance, tax, and accounting services for businesses, individuals, and nonprofit organizations. Jeff has been serving DWD CPAs & Advisors for over 40 years. After graduating from Indiana University at Fort Wayne with a degree in Business Accounting, Jeff began his career in the company in 1982 and became a partner in 1996. In 2009, Jeff

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