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Understanding Tax Changes as a Small Business
Some changes to the tax code are posing a bit of a problem for small businesses. Luckily, if you are aware of the change, it shouldn’t...
Taylor Bauer
Dec 12, 20183 min read


Portfolio Planning: Required Steps Towards Tomorrow
Retirement planning should be a holistic experience, not just a financial one. Retirement gives you time to let go, move forward, learn...
Taylor Bauer
Dec 11, 20182 min read


Replacing Retirement with a New Professional Passion
If retirement is getting closer, you may be tempted to use some of the extra time and capital at hand to chase the entrepreneurial dreams...
Taylor Bauer
Dec 5, 20183 min read


Financial Planning for your Small Business: Why It’s Changing
A recent survey from a financial advisors group found that nearly 75 percent of the small business owners in the lower middle market have...
Taylor Bauer
Dec 5, 20183 min read


Laying the Groundwork for a Financially Secure Future
Many Americans are adjusting to the idea of "going it alone" when it comes to retirement savings, as traditional programs like pensions...
Taylor Bauer
Dec 4, 20182 min read


Business Plans and Stepping Forward in your Business
Every business starts with a plan, whether it is one mapped out in your head, jotted down on a paper napkin or formalized into a business...
Taylor Bauer
Dec 4, 20182 min read


Strategies behind Successful Mergers
By: Taylor Bauer It can be daunting to begin the process of a merger, especially because these sort of deals often come after months and...
Taylor Bauer
Nov 28, 20183 min read


What Younger Entrepreneurs Want from Financial Service Companies
By: Taylor Bauer Figuring out how to help mid-career executives is fairly easy compared with figuring out what millennials want from...
Taylor Bauer
Nov 28, 20183 min read


Small Business Saturday Moving Online?
By: Taylor Bauer Small Business Saturday was on track to set a new record of $3 billion in online sales as of 10 Sunday, November 25,...
Taylor Bauer
Nov 27, 20183 min read


Don’t Let your Small Business Sale Fall Short
By: Taylor Bauer Selling a business isn’t simple, but most entrepreneurs have more options than they realize. Taking the wrong approach...
Taylor Bauer
Nov 27, 20183 min read


Smooth Mergers Don’t Just Happen, But They Could
Whether it's expanding into new territories and markets or taking on new product lines, merging or acquiring another business is a...
Taylor Bauer
Nov 20, 20183 min read


The Must-Haves for Selling your Business
After months, maybe years, of planning, you launched your new business. Since that day, you have increased revenues year over year, hired...
Taylor Bauer
Nov 20, 20183 min read


How to Bounce Back After a Rough Business Failure
Whether you’re new to the lower middle market or a seasoned veteran of small business, it’s likely some sort of professional misstep, if...
Taylor Bauer
Nov 19, 20183 min read


Balancing Multiple Businesses and Ventures is Tough, but Not Impossible
It’s possible that you have yourself involved in more than one small business or venture. That’s not a bad thing; having your hands on a...
Taylor Bauer
Nov 19, 20183 min read


Why Small Business Saturday Matters
Small Business Saturday is a national shopping day that takes place the Saturday after Thanksgiving. What separates this shopping day...
Taylor Bauer
Nov 15, 20182 min read


The Lower Middle Market is Thriving, and So Can Your Business
According to new numbers on the climate of small businesses across the country, now is a great time to be involved in the lower middle...
Taylor Bauer
Nov 15, 20183 min read


Starting a Business Later in Life
A surprising number of people are venturing out to start a business at an age where most decide to retire. Over recent years, there has...
Taylor Bauer
Nov 14, 20183 min read


Entrepreneurship Require Realism and Patience, No Matter What
Many Americans see entrepreneurs as the saviors of our day–the engines of economic growth and innovation in our communities, workplaces,...
Taylor Bauer
Nov 14, 20183 min read


The Art of Acquisition: Adding Businesses to your Company
Combining businesses already sounds complicated enough, but add in the conquest of doing it seamlessly while still running both smoothly...
Taylor Bauer
Nov 5, 20182 min read


Too Big to Turn Back: When Growth is Slowing, But Needs to Stay Steady
You’re a small business owner and growth has been great as of late. Now, things are starting to stagnate, and it’s getting scary. There...
Taylor Bauer
Nov 5, 20182 min read
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