Business Owner Retirement

Business owner retirement planning should start before a sale. Learn how 401(k) and cash balance plans can build wealth and reduce reliance on an exit. By Michael Jamison, CPA, CGMA   One of the most common business owner retirement planning mistakes I see is owners assuming the business will fully fund retirement. After spending decades building a successful company, it’s understandable. The business may be worth several million dollars, and the owner naturally views that value as their retirement […]