There are unique opportunities and planning strategies to consider regarding your business. Steve Margulin has been working with small business owners for over two decades and can offer beneficial suggestions for your business from his background as a management accountant and controller.

The reality of our economy, however, is that it goes through cycles, and many businesses fail each year. If your business were to fail, how would you survive? Are all your eggs in one basket? If a business is a large part of your net worth, it may be a better strategy to implement a plan of… MORE...

If you were no longer able to run your company, what would happen to it? Have you provided instructions so that your family members, co-owners, managers, and employees know what your wishes are and the tasks that have to be done to keep your business running successfully? Aside from the possibilities of disability or death, have you considered that you may not want to run your business for the rest of your life—that you may want to spend your later years pursuing other interests?

Ninety percent of the millions of businesses in America are family-owned and managed, which makes a… MORE...