SOP2205. Retirement Planning for Small Business Owners

Assist your small business owner clients with their largest personal balance sheet asset - their business.

Learning Objectives:

• Determine how to diversify assets while the business is growing, so the owner is able to be financially independent of the business
• Identify how to attract talent, keep talent and design the business for eventual sale
• Choose the best options for selling the business: is it to family, current employees or a third party – Learn how to decide?