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Business Advisory

Business Building

Key Questions to Answer as a business owner

1.

Do you currently have strategies in place to protect your business in the event of the loss of a key person?

2.

Have you had a professional valuation of your business conducted to determine the value in a buy and sell agreement?

3.

Are there specific sectors or industries that align with your business's long-term growth plans and would be worthwhile investment opportunities?

4

Have you consulted with tax professionals and financial advisors to ensure that your investment decisions align with your business goals and tax strategy?

5

Does your company optimize tax efficiency in your current employee benefit offerings?

6

Does your company currently utilize strategies to attract and retain top talent through employee benefits?

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