February Newsletter

February Newsletter

February Newsletter

This month we hosted a Webinar and released 2 new podcast episodes. We also provided a lot of content for our business owner clients, including blog posts and video clips.  Major topics are summarized below, along with links to the full content pages.

The Business Owner’s Guide to Wealth Webinar

February 9, 2023

In this live webinar we covered topics related to the following:

  • Setting goals for your business
  • How to determine the correct structure for your business
  • Business Retirement Plans
  • Steps to increase the value of your business
  • Who should you have on your team

Click the image below to watch the recorded presentation.

New Podcast Episodes

Lindsey Willoughby: Purchasing and Operating a Dental Practice

January 31, 2023

In this episode, I talked with Dr. Lindsey Willoughby. Lindsey is the owner of East Orchard Dentistry, a Dental Practice in Northern Kentucky.

Lindsey acquired East Orchard Dentistry back in September of 2020 and has done a fantastic job, providing great service to her clients ever since. During our conversation we discuss what the process was for purchasing the practice and who she had on her team helping to facilitate the acquisition.

We also discuss what steps Lindsey has taken to keep the practice operating successfully. We hope you enjoy this episode and continue to follow us on The Financial Incline by subscribing to our channel.

Yvan Demosthenes: Owning and Operating an Executive Search Firm

February 14, 2023
In this episode I was joined by Yvan Demosthenes. Yvan is the founder and CEO of Executive Search firm HamiltonDemo.

Yvan was originally born in Haiti before his family moved to the United States. Yvan’s firms specializes in sourcing game changing talent for his clients. Yvan spent the bulk of his career in sales and staffing before deciding to go out on his own and launch his firm.

During this episode we discuss the why behind Yvan wanting to be a business owner, the skills he believes are necessary to operate a successful business and an update on the current labor market.

For Business Owners

Setting Your Business Strategy for 2023

February 15, 2023

With record-setting and inflation and a red-hot labor market that turned hiring to support your business into a competitive sport, last year seemed about ten years long. Will we see a return to normal this year? The Fed may have something to say about it. The messaging is clear that lower inflation is the priority, not the economy. The “soft landing” may be possible, but a recession seems more likely.

How can business owners plan for another year in which full recovery may still not be in place?

  • Break down the challenges
  • Identify strategies
  • Be realistic
  • Access the resources you need

8 Steps in Writing a Business Plan

February 22, 2023
Writing a business plan is an essential step when starting a new business or when seeking investment for an existing business.

For all 8 steps and to read the full article, click this link: https://incline-wealth.com/2023/02/8-steps-in-writing-a-business-plan/

Pressures on the Market

February 9, 2023

In this clip from our original podcast episode, Buying a Business with Phil Eleson, Phil discusses pressures on the market. He talks about concerns related to interest rate hikes, a recession and labor shortages and how these things can impact buying or selling a business.

What is your biggest challenge as a Business Owner?

February 2, 2023

What is the one of the biggest challenges of running your business? Listen here as Dr. Lindsey Willoughby explains one of the biggest challenges she faces when running her dental practice.

Continue to learn more by following our Blog
The Financial Incline


To schedule a call to review your financial plan and investments  Click Here



The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation.

This content not reviewed by FINRA

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