Holistic financial planning for business owners doesn’t just treat the business as a job. Because it isn’t.
Your business is an asset and an investment. It needs to be considered as part of your overall investment portfolio – understanding and balancing risk and return across all of your assets.
While studies show that your business may be a high-risk investment, it is likely your investment with the highest return potential. To maximize the money generated by your business – both through compensation and profits but also from a future sale – requires thoughtful business management and financial planning.