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10 Ways to Build Wealth in Your Business To Fund Your Exit Strategy

business wealth management

Business owners work hard at perfecting their business to make a living, earn a profit and ultimately sell or transition the business to another group of owners or family members. At the end of the year, our income statements and balance sheets generally indicate whether we were successful. You work incredibly hard to streamline operations, manage costs and perfect processes … Read More

Absolutely the Best Starter Employee Benefit Plan

“I Didn’t Know You Could Do That” Health and Dental Expenses

10 Employee Benefit Plan Tips That Keep Employees and Employers Happy

Employee Benefit Plan Tips

10 Employee Benefit Plan Tips Usually, there is a disconnect between employers and employees as it relates to employee benefit plans.  Employees want a comprehensive plan and employers need to be watchful of the bottom line.  Pleasing both parties is not always easy to achieve. Here are 10 Employee Benefit Plan Tips that if incorporated into your plan, will satisfy … Read More

What is the Secret to Sustainable Employee Benefits Plan Costs?

Setting Up A Health Spending Account

Health Spending Accounts Advantages for the Employer If I was talking to a business owner about setting up a health spending account, I could tell them that they determine how much they are willing to spend each year and have greater control over the funding of a Health Spending Account program than they do in a traditional plan design. This … Read More

What You Need to Know About Employee Benefit Plans for Business Owners?

guide to employee benefit plans

Business Owners:  An Important Guide to Employee Benefit Plans Business owners need to be aware of the vital parts of an employee benefit plan.  Whether you manage the plan yourself or you have someone else within your business that acts as a benefits administrator, you need to be aware of some key elements that can reduce long term cost, create greater … Read More

Which of the 4 Benefits Plan Funding Models is Right For Your Company?

Today, the stakes are high when setting up an employee benefit plan for your company.  Trying to find common ground on risk adversity, cost certainty, employee security, plan sustainability, and affordability all begin with your plan funding model.  Arguably, your plan funding model can represent one of your most important decisions when setting up your plan. Arbitrarily deciding one or … Read More

Is Your Company Benefits Plan In The Wrong Benefit Funding Model?

Benefit Funding Model

  When you’re looking at your employee benefit plan, it’s important in understanding the benefit funding model available to you. First of all, you need to understand what a funding model is as it relates to your employee benefit plan. For our purposes, we will focus on the options most readily available.  Many benefits brokers don’t offer options on funding models. … Read More

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About The Finish Line Group

To make mistakes in business is common. To learn from these mistakes is essential. To coach others to avoid your same misjudgements is enriching and gratifying. We work with a lot of brilliant people who are assuming a lot of unnecessary risk. Business owners have many questions around succession plans, how to exit their business, tax strategies, wealth building and employee retention. We help them avoid making the mistakes as so many other business owners before them.

The BLOG: HELPING BUSINESS OWNERS MAKE TOUGH DECISIONS

  • Leaving a Legacy with your Business: Storybook Ending or House of Horrors? 18 December 2022
  • Does your Business Qualify for the Small Business Capital Gains Exemption? 11 December 2022
  • Don’t Worry, You Won’t Be Getting a Lump of Coal from Me This Year 8 December 2022
  • 10 Ways to Build Wealth in Your Business To Fund Your Exit Strategy 6 December 2022
  • 8 Clever Uses of Life Insurance by Business Owners 3 December 2022
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