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Prioritize your Business Concerns

YOUR SIX BUSINESS CONCERNS

EXPANSION

How concerned are you that your cash flow, credit lines, and business surplus will be available to meet plans for expanding your business? Business thrives on a positive cash flow (money). Establishing the most effective strategy for making sure that the dollars are there when needed is essential for a growing business.

TAX ADVANTAGE

How concerned are you about getting all the tax relief to which you are legally entitled, that is both suitable and logical for you and your business? Increasing taxation in the business world is both a reality and a serious problem for the business attempting to fund its growth with cash flow. The bite of taxation can inhibit or even kill the growth efforts of a company.

SAFETY

How concerned are you about your ability to recover all or most of the investment that you have made in your business? Some businesses will take a very conservative approach to operations and expansion, while others show a higher level of risk taking. Business itself is "risky," but many strategic approaches can reduce the risks significantly.

RECRUITMENT

To what extent are you concerned that your business cash flow helps you recruit and retain key executives and employees? The market for middle and upper management or people with specialized skills is extremely competitive. Being able to meet the competition and attract and hold key people will be even more important in the future.

TRANSFER

How concerned are you that your plans contribute to an orderly transfer of your company (at a top price) at retirement, at sale, or in the event of your death? Many strategies are available to solve any problems in this area. Forced sales at retirement, due to disability, or during normal working years because of premature death, can leave a family with very little.

PERSONAL NEEDS

Products and services may be provided to you by your company with an outlay or cost less than you might pay from your personal funds. How interested are you in using business dollars, wherever possible, to fulfill your personal needs? Increasing business taxes may dictate that those items that afford tax deductions be paid for by the business, and those that do not be apportioned between the business and the personal pocketbook.