Small Business Financial Planning

Small Business Financial Planning

Business Planning Checklist

• Formation Stage
• Accumulation Stage
• Mature Stage

Types of Business Insurance Concerns

• Buy-Sell Plan
• Compensation Programs
• Deferred Compensation
• Key Employees
• Split Dollar

Compensation Programs

Compensation programs should be based on the unique needs of your business and its employees.

• Do you offer competitive salaries and bonuses?
• Do you provide adequate life insurance and disability benefits?
• Can you afford retiree benefits?

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