November Newsletter

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Business Owners & Entrepreneurs

Qualified Business Income (QBI)

November 2, 2023

Qualified Business Income (QBI) provides a tax benefit to certain pass-through businesses, allowing them to potentially deduct a portion of their business income.

In this blog post, we will explore the details of QBI, its definition, calculation, limitations, and its impact on individual taxpayers.

Ways Small Businesses Can Innovate

November 8, 2023

Innovation is not exclusive to large companies and it is within reach for small businesses who are willing to embrace it.

In this Blog post from The Financial Incline, we discuss several strategies small business owners can use to innovate within their business. By implementing some or all of the strategies they can unlock their innovative potential and drive growth. 

How to Find a Business for Sale

November 15, 2023

Finding a suitable business for sale is a crucial step for entrepreneurs and investors looking to enter the market or expand their existing portfolio.

In this blog post from The Financial Incline, we explore various avenues and resources you can use to help find businesses that are for sale.

Ways to Maximize your Personal Wealth

November 16, 2023

If you are a business owner, growing your personal wealth is probably something that is important to you.

Listen along in this quick video as I discuss 3 ways you can maximize your personal wealth.

Non-Qualified Deferred Compensation Plans

November 22, 2023

Non-qualified deferred compensation plans provide executives and key employees with an additional avenue for retirement savings and income deferral beyond the limits of qualified plans.

In this blog post from The Financial Incline, we explore non-qualified deferred compensation plans, their benefits, considerations, and how they differ from qualified plans.

Rollover Equity

November 28, 2023

If you are a business owner looking to sell your business, rollover equity may be an option for the terms of the sale.

Listen along as I discuss some considerations regarding retaining an equity stake in the company you are selling.

New Podcast Episode

Rex Wetherill: Selling a Distribution and Manufacturing Business

November 7, 2023

In this episode of The Financial Incline, we talk with Rex Wetherill, Former CEO of Hydrotech, Inc.

In our conversation, Rex and I discuss the process he when through when he sold his business. Rex provides details on the following aspects leading up to the sale:

  • When did he first decide it was time to sell
  • How far in advance did he prepare
  • What did he value most in a potential buyer
  • Who were his team of professionals helping him with the sale

Investment and Marketing Trends

November 3, 2023

Insights as to what was going on in the market the week of October 30th.
  • The Federal Reserve Meeting regarding Interest Rates
  • The Investors response
  • Apple’s declining revenue
November 17, 2023
Insight as to what was going on in the market the week of November 13th.

  • Consumer Price Index Report (PCI)
  • Earnings Reports
    • Target
    • Home Depot
    • Walmart

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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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