Tag: business owners - Page 3 of 4 - SYM Financial Advisors -

Things to Consider When Selling Your Business

August 16, 2022

When you’ve run a business for many years, its day-to-day operations consume the lion’s share of your attention and focus—as they should. There’s always life after business, though, and it can be hard to find the time to consider how and when you’d like to transition out of ownership, much less how you’d like that transition to look. Do you have plans to keep your company in the family or sell it to employees? Are

Owner’s Corner – Maximizing Value and Optimizing Outcomes when Selling your Business with Doug Conner and Alex Shortle (podcast)

April 25, 2022

Over the last 30 years, Doug Conner has been buying and selling lower-to-middle-market businesses in the Midwest. During this time, he has also worked as the Managing Director at Periculum Capital Company and the Principal at BrightPath Capital and Cardinal Ventures. Doug holds a Bachelor’s degree in Economics and Mathematics from DePaul University and received his Master of Business Administration degree from Harvard Business School. Alex Shortle has spent the bulk of his career supporting

Tax Planning for Business Owners – Strategies and Tactics

November 12, 2021

Tax planning is a big topic for business owners, especially as we get closer to the end of the year. It’s important to have a strategy in place that will help you identify avoidable costs and ensure that you’re in compliance with federal, state, and local tax laws. This blog post will walk you through these considerations and how they can affect your tax return at the end of the year. It’s never too late

How the Finances of Business Affect Personal Wealth

April 22, 2020

As a business owner, much of your personal wealth is probably intertwined with the success of your business. You may not feel confident navigating the complex financial planning challenges and opportunities that lay ahead. Implementing personal and business goal planning, determining the structure of business ownership and retirement planning, creating a succession plan, managing risks, and surrounding yourself with a competent team of professionals are all steps that are pertinent to you as you grow

The CARES Act for Business Owners Q&A

April 22, 2020

Small businesses can now apply for SBA loans, designed to retain their workforce, under the Paycheck Protection Program (PPP). Companies can apply for amounts up to the lesser of $10 million, or 2.5x their average payroll costs. Companies can use funds to cover payroll, rent, utilities, mortgage interest, group insurance premiums, and certain other expenses. Eligible payroll costs do not include employees with an annual salary greater than $100,000. Benefits of the CARES Act for

The CARES Act for Business Owners (webinar)

April 9, 2020

Listen to gain answers and guidance on the CARES Act, Paycheck Protection Program, and Families First Coronavirus Response Act. Panelists: Seth Whicker, CFP®, MS, Principal and Senior Financial Advisor at SYM Financial Advisors Contact: swhicker@sym.com (260) 387-6822 Tom Ackmann, Principal and Senior Retirement Plan Advisor at SYM Financial Advisors Contact: tackmann@sym.com (260) 387-6822 Randy Brinneman, Senior Vice President at Ossian State Bank Contact: rbrinneman@ossianstatebank.com (260) 622-4141

business owners

Things to Consider When Selling Your Business

Owner’s Corner – Maximizing Value and Optimizing Outcomes when Selling your Business with Doug Conner and Alex Shortle (podcast)

Tax Planning for Business Owners – Strategies and Tactics

How the Finances of Business Affect Personal Wealth

The CARES Act for Business Owners Q&A

The CARES Act for Business Owners (webinar)

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