This week our guest on the show is Michael Koeppel. Michael is the managing director and founder of Lakelet Advisory Group. In his roles as a board director, C-level leader, and business transformation strategist, he…
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In this episode of Grow Money Business, we are joined by Rocky Lalvani. Rocky is a chief profitability advisor and currently works in his business consulting practice following the principles written in the book ‘Profit…
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Historically, business growth was heavily dependent on the ability to obtain a bank loan. Over the last few decades, there have been a lot of advancements in the ways that companies can raise capital for…
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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 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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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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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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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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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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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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