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...
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Taylor Bauer
- Dec 5, 2018
- 3 min
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...
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Taylor Bauer
- Dec 5, 2018
- 3 min
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...
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Taylor Bauer
- Dec 4, 2018
- 2 min
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...
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Taylor Bauer
- Dec 4, 2018
- 2 min
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...
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Taylor Bauer
- Nov 28, 2018
- 3 min
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...
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Taylor Bauer
- Nov 28, 2018
- 3 min
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...
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Taylor Bauer
- Nov 27, 2018
- 3 min
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,...
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Taylor Bauer
- Nov 27, 2018
- 3 min
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...
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Taylor Bauer
- Nov 20, 2018
- 3 min
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...
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Taylor Bauer
- Nov 20, 2018
- 3 min
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...
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Taylor Bauer
- Nov 19, 2018
- 3 min
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...
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Taylor Bauer
- Nov 19, 2018
- 3 min
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...
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Taylor Bauer
- Nov 14, 2018
- 3 min
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...
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Taylor Bauer
- Nov 14, 2018
- 3 min
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,...
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Taylor Bauer
- Nov 5, 2018
- 2 min
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...
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Taylor Bauer
- Nov 5, 2018
- 2 min
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...
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Taylor Bauer
- Nov 1, 2018
- 2 min
Stress and Small Business: Mid-Market Woes
The findings of the second quarter 2018 SME Confidence Index reveals that 76% of small businesses owners surveyed indicate the pressure...
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Taylor Bauer
- Nov 1, 2018
- 2 min
Financial Services of the Future
Financial services are growing and helping mid-market businesses kickstart a real projection of growth for their small, family...
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Taylor Bauer
- Oct 23, 2018
- 2 min
How to Identify a Financial Services Firm that Works for You
With financial service analysts and consultants everywhere nowadays, it can be hard to vet what would be best for you and your small...
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