The business owner's guide to financial freedom

what Wall Street isn't telling you

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Last edited by ImportBot
April 1, 2023 | History

The business owner's guide to financial freedom

what Wall Street isn't telling you

  • 1 Want to read

"Tailored for small business owners and entrepreneur like yourself who are looking for long-term financial planning and wealth management, The Business Owner's Guide to Financial Freedom reveals the secrets behind successfully investing in your business while bypassing Wall Street-influenced financial planners. Attorney and CPA Mark J. Kohler and expert financial planner Randall A. Luebke deliver a guide catered to your entrepreneurial journey as they teach you how to create assets that provide income so work is no longer a requirement, identify money and tax-saving strategies, and address business succession plans to help you transition into the investment phase of business ownership"--Page [4] of cover.

Publish Date
Publisher
Entrepreneur Press
Language
English
Pages
292

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Book Details


Table of Contents

The difference between Wall Street and Main Street
Part I. Perspective. The entrepreneur mindset
A reality check : the true value of your business
The truth about your financial advisor
What Wall Street isn't telling you
Part II. Forge a better, smarter, and safer way. The lifetime paradigm and the 4 x 4 financial independence plan
Step 1 : optimize what you already have
Step 2 : dealing with debt as an entrepreneur
Step 3 : Maintaining proper cash reserves
Step 4 : Investing your profits and building buckets
Part III. Deploying your assets strategically. Understanding the limitations and potential power of Social Security
The role of your personal residence
Health care : the hidden time bomb
Self-directing and strategic use of the IRA, SEP, and 401(k)
Why rental real estate, and how to do it right
Vacation property and timeshares : strategies and pitfalls
The proper role of insurance in your plan
What you should be buying from Wall Street
Part IV. Exit strategies for your business. Preparing to sell your business
Pricing your business and increasing its value
Helping your partners or employees buy the business
How to find and sell to a third-party buyer
Selling to your family
Part V. Protecting your hard-earned assets. Asset protection : inside and outside
Cyber security risks
Where estate planning fits into the equation
Our financial freedom challenge to you!.

Edition Notes

Includes index.

Classifications

Dewey Decimal Class
332.024
Library of Congress
HG179 .K62349 2017, HG179.K62349 2017

The Physical Object

Pagination
xix, 292 pages
Number of pages
292

ID Numbers

Open Library
OL26967610M
ISBN 10
1599186160
ISBN 13
9781599186160
LCCN
2017027583
OCLC/WorldCat
1004376113

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April 1, 2023 Edited by ImportBot import existing book
August 5, 2020 Edited by ImportBot import existing book
May 24, 2019 Created by MARC Bot import new book