This week’s guest on Grow Money Business is Chris Younger. Chris is the CEO and co-founder of Class VI Partners, an investment bank in Denver, Colorado, specializing in assisting business owners in reaching their full…
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Small Business Retirement Plans — SIMPLE, SEP-IRA and Solo 401(k)
Small companies shouldn’t forgo retirement savings just because a 401(k) plan can be expensive to set up and maintain. There are options specifically for smaller businesses: a Savings Incentive Match Plan for Employees (SIMPLE) plan, a Simplified Employee Pension…
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Thinking About Selling Your Business? A Quick Guide to Getting the Most Value
If you are counting on selling your business to create a pool of wealth to fund retirement and possibly create a legacy, there are some things you can do now, whether or not the sale…
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GMB #184: How & When to Take Cash Out of Your Business
Today’s episode of Grow Money Business is all about cash. Many business owners are looking for guidance on how to pay themselves, and how to do it in a tax sensitive manner. This week, Grant…
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GMB #183: Tax-Free Capital Gains & Qualified Small Business Stock
Section 1202 of the Internal Revenue Code, focusing on Qualified Small Business Companies (QSBs) and their Qualified Small Business Stock, holds the key to potential tax savings of up to $10 million in tax-free capital…
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GMB Ep #174: Helping Business Owners Manage Their Tax Bill With Wendy Barlin
In this week’s episode of Grow Money Business, we are joined by Wendy Barlin. Wendy is an accountant who has been in the industry for over 25 years, having and worked in different accounting firms…
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GMB Ep #157: All About Defined Benefit Pension Plans
Some crucial components of effective retirement planning include saving early and regularly, making good investment choices, and creating a budget for your personal or business expenses. In this week’s episode of Grow Money Business, Grant…
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Monetize Your Business By Adding a Cash Balance Plan
If you already have a 401(k) plan for your business, you’ve seen the benefits it can provide in tax-advantaged saving for retirement, as well as helping to retain staff with a comprehensive benefits package. But…
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GMB Ep #156: All About the Employee Retention Tax Credit
The COVID-19 pandemic has had severe impacts on every industry across the globe and due to government restrictions, businesses experienced drastic revenue declines. In this week’s episode of Grow Money Business, we will discuss the…
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GMB #151: Managing Employment-Related Legal Risks With Andrew Esposito
Managing and treating employees fairly while maintaining compliance with state and federal regulations is a delicate aspect of any business organization. This week on Grow Money Business, we’re joined by Andrew Esposito. Andrew is a…
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