December Newsletter

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Business Owners & Entrepreneurs

Personal Planning

December 5, 2023

As a business owner it is important to make sure you have your own personal planning items properly established before you look to sell your business.

Listen along as I discuss 3 personal planning items you should evaluate, sure-up and think about before the sale of your business.


Year-End Checklist

December 7, 2023

2023 is coming to an end, do you have all your financial planning items squared away?

Download our year-end checklist to make sure you are taking advantage of all the ways you can reduce your taxes and save for your goals.

https://mailchi.mp/9d98dd09570f/year-end-checklist-2023


Benchmarking Your Business

December 13, 2023

Benchmarking is a valuable practice for business owners looking to assess their performance, set goals, and drive improvement.

In this blog post from The Financial Incline, we explore various sources where business owners can find valuable benchmarking information to help guide strategic decision-making, foster innovation, and propel their businesses towards success.

https://incline-wealth.com/2023/12/benchmarking-your-business/


Establish a Roth IRA for Your Children

December 19, 2023

Are you a Business Owner who has Children?

If so, you should consider establishing a Roth IRA for them. Listen along as I discuss when you can set up a Roth IRA for your children and why it is beneficial.


Key Performance Indicators for Small Businesses

December 20, 2023

Monitoring key performance indicators is essential for business owners to evaluate performance, drive growth, and make informed decisions.

In this blog post from The Financial Incline, we explore some of the key performance indicators that business owners should consider tracking.

By leveraging the power of KPIs, you can optimize your strategies, drive success, and achieve long-term sustainability.

https://incline-wealth.com/2023/12/key-performance-indicators-for-small-businesses/


Investing Your Assets after the Sale of Your Business

December 21, 2023

How should you invest your assets after the sale of your business?

Many business owners want to know how they should invest their assets after the sale of their business. At Incline wealth advisors, we have developed our Wealth Allocation Framework to assist clients in making that determination.

Our Wealth Allocation Framework is broken down into 3 buckets:

  1. Your Personal Risk
  2. Market Risk
  3. Aspirational Risk

Follow along in this video as we discuss each of these buckets in more detail.


How to Manage Overhead Expenses

December 27, 2023

The end of the year can be a good time to review expenses heading into 2024.

Check out this article to see how you can best manage your overhead expenses.

https://incline-wealth.com/2023/12/how-to-manage-overhead-expenses/


New Podcast Episode

Jeff Annis:Selling  Your Business with No Regrets

December 12, 2023

For most business owners selling their business is the biggest event of their financial lives.

In my conversation with Jeff Annis we describe how to sell your business and walk away with no regrets. Jeff was a serial entrepreneur and owed Advanced Services, Inc. for over 38 years. We discuss how he grew the business, scaled it and was able to exit in 2022.

If you are looking to sell your business within the next 3 to 5 years, make sure you check out my conversation with Jeff Annis.


Investment and Marketing Trends

Benefits of Long Term Investing

December 6, 2023

Investing in stocks has long been recognized as a rewarding financial strategy, but does it pay off in the long run?

In this blog post from The Financial Incline, we delve into the realm of long-term stock investments to explore the various benefits they offer.

https://incline-wealth.com/2023/12/benefits-of-long-term-investing/

Investment Trends

December 8, 2023
Insights as to what was going on in the market the week of December 4th.
  • Year-end Santa Claus Rally
  • Anticipation of Interest Rate Decreases in 2024
  • A.I. News creating a Market Frenzy
  • Jobs Report
December 22, 2023

Insight as to what was going on in the market the week of December 18th.

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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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