Financial Mastery for Business Owners with Michael Israel: Fiduciary Voices #FinLit Series5/31/2024
He provides practical advice on reviewing and improving your financial strategies to achieve both business and personal goals.
He also shares Fidato Wealth's Value Acceleration Process for business owners, which focuses on establishing a solid foundation, accelerating growth, and realizing long-term goals. Learn about the significance of quarterly meetings, refining compensation and benefits strategies, and the crucial role of leadership in overcoming business challenges.
She also touches on her expertise in assisting women in technology, military spouses, and business executives, highlighting the importance of proactive financial planning and literacy.
He also shares insights on valuation, succession planning, and the significance of running separate books for tax and internal purposes. Sam also shares resources available on Stratus’ website, including a succession planning kit, to help small business owners navigate complex financial decisions.
Amy also highlights the substantial tax advantages of funding retirement plans for small business owners, advocating for a balanced approach, incorporating both pre-tax and post-tax contributions, including Roth accounts.
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