Small Business Requires Investment In Yourself
In the lower-middle market, small business owners are always investing in new equipment, products, and services to provide their...
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Taylor Bauer
- Dec 12, 2018
- 3 min
Why Is Small Business Optimism So Shaky Heading into 2019?
Although tax cuts and regulatory rollbacks this year fueled small-business optimism to hit its highest level in decades, the latest Small...
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Taylor Bauer
- Dec 12, 2018
- 3 min
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...
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Taylor Bauer
- Dec 11, 2018
- 2 min
Starting a Business in 2019 Might be the Perfect Time
For 2019, entrepreneurs in the non-financial private sector expect higher turnover, staff increases and higher investments than in 2018....
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Taylor Bauer
- Dec 11, 2018
- 2 min
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 15, 2018
- 2 min
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...
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Taylor Bauer
- Nov 15, 2018
- 3 min
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...
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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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