The Entrepreneurial Equation

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The Entrepreneurial EquationT™
Key Steps Toward Achieving Your Personal and Business Financial Goals

Building Your Business

  • Time management
  • Attracting and retaining employees

Creating Value Outside Your Business

  • Retirement plans for businesses with no employees
  • Retirement plans for businesses with employees

Preserving Your Business

  • Key person disability insurance
  • Key person life insurance
  • Deferred compensation
  • Buy-sell agreements
  • Disability insurance
  • Life Insurance Retirement Plan (LIRP)
  • Estate considerations

Cost: Free

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