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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Maximizing the Tax Advantages of Business Ownership
Growing your business across every measure is the priority for business owners, no matter their stage. Just starting out and working to be revenue-positive or coping with early income In the mid-stage and building your…
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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 #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 #172: Tax Basics for Business Owners
Since we are in the middle of tax season, this week’s episode of the Grow Money Business Podcast is dedicated to tax basics for business owners. Throughout the episode, we dive into the difference between…
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GMB Ep #154: The Small Business Owner’s Financial Order of Operations
Whether it’s related to your personal or business finances, it is always essential to go one step at a time when comes to planning. This week on Grow Money Business, we are going to talk…
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