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Read along as we share ways you can convert high income into last wealth. The Financial Incline will share our guidance through articles, blog posts, videos and interviews. I work closely with business owners and high earning young professionals to provide advice on retirement planning, investment and risk management, cash flow and debt management, estate planning and tax strategies. 

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04 Oct: Non-Financial Metrics that a Business Owner should Consider?

While financial metrics are crucial for assessing a company’s performance, business owners should not overlook the value of non-financial metrics….

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27 Sep: What is a Safe Harbor 401(k) Plan?

A 401(k) plan is a popular retirement savings vehicle, but many employers encounter challenges related to nondiscrimination testing and the…

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20 Sep: Private Equity Firms: Criteria for companies they may invest in

Private equity firms are investment firms that pool capital from investors to acquire and invest in various companies. When it…

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13 Sep: What is a Business Rollup Strategy?

In the dynamic landscape of business, growth and consolidation are constant pursuits for companies seeking to expand their market presence…

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07 Sep: Profit Margins in Service-Based Businesses

Profit margins are a crucial element of running a successful service-based business. Determining optimal profit margins is essential for financial…

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29 Aug: Using an Investment Thesis to Purchase a Business

Purchasing a business is a significant financial decision that requires careful consideration and strategic planning. To ensure a successful acquisition,…

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23 Aug: Benefits of Family Owned Businesses

Family-owned businesses hold a unique place in the business world, combining the strength of family bonds with entrepreneurial spirit. These…

16 Aug: How to Establish a Line of Credit for Your Company

Establishing a line of credit is a valuable financing tool for businesses. It provides flexibility and quick access to funds…