Is an exit your only retirement strategy?

As a small business owner, we know you're working hard.  You've hustled and worked all hours of the day to move your business forward.  Now, maybe you start to reap some of the rewards.  Profitability in your business is good, but you've been so busy satisfying short-term cash needs that you've failed to look ahead at the long-term picture.

If selling your business is your only retirement strategy and you have plenty of "working" years remaining, please be warned.  Any number of things could go wrong during the exit.  Instead, focus on tax-saving strategies that help you build personal retirement savings now.

We've been blogging here for a few months but haven't had a blog subscription option until today.  If you're a small business owner looking for valuable tips to build wealth within and outside your company, you've come to the right place.  Subscribe to our blog and we'll provide a free gift -- a retirement plan guide specifically designed for you!


If you're not a small business owner but know someone who could benefit from reading our company blog, please share this article with them.  At the end of the day, it's our job to deliver value to our existing and prospective clients.  Sharing this free guide is our way of saying thanks.

Thanks for being part of the SV CPA Services community!

Until next time,

Deborah Meyer, CPA, CFP(R)