Business Owners
Trying to Keep Top Talent? This could be your roadmap
Jim Lorenzen, CFP®, AIF® No, that’s no my picture – I wish I were that young and good looking; but he does look like a
February 21, 2017
Category: Business Owners
Business Owners
SELLING YOUR BUSINESS? This may be the best kept secret you’ll need.
Jim Lorenzen, CFP®, AIF® Ever heard of a “One-Way Buy-Sell” arrangement? Don’t feel bad. Few people have. I know when I was in publishing I
January 24, 2017
Business Owners
Business Valuation Methods – Which One is Right for You?
Jim Lorenzen, CFP®, AIF® Business valuation is something that most business owners don’t think about until they decide it’s time to sell. Big mistake. Business
January 10, 2017
Business Owners
Looking for an Easy Bonus Plan for Your Key Employees?
Jim Lorenzen, CFP®, AIF® Executive Bonus plans are a little different from Non-Qualified Deferred Compensation Plans (NQDC), which we talked about in another short paper.
November 1, 2016
Business Owners
What Happens to Your Business if Something Happens to YOU?
Jim Lorenzen, CFP®, AIF® I can speak from personal experience on this one. I’ve been a business owner for thirty-seven years, owning seven different businesses
October 27, 2015