Key Takeaways You’ll thank yourself for beginning your exit early — it will enable you to maximize the value of your business, align your exit
Key Takeaways Exit planning services are for you if you’re a business owner pondering a change — no matter the size or structure of your
Key Takeaways You gain by starting business exit planning sooner rather than later — it provides you time to increase value, mitigate risk, and align
Key Takeaways A financial consultant walks small business owners through the process of developing a personalized retirement plan. They tie business targets to personal financial
Key Takeaways: Tax Savings = Business Growth: Tax planning helps reduce tax bills, allowing you to save money for business expansion, investment, and growth opportunities.
Key Takeaways: Strategic Tax Planning: Enhances cash flow, reduces tax liabilities, and improves profitability. Sustainable Business Growth: Reinvest tax savings to fuel expansion and financial
Key Takeaways Create an exit strategy, even if you’re not planning to retire anytime soon. This will not only prepare your business for unplanned events
Key Takeaways Developing an exit plan—preferably several years in advance—will help you control how you exit your business. Don’t wait, and don’t make exit planning
Walnut Creek, California, is a thriving city located in the San Francisco Bay Area. Known for its picturesque landscapes, high quality of life, and a
Key Takeaways: Ever wondered how financial advisement could be tailored to your unique needs with guidance for making informed decisions? Imagine having a roadmap designed
With 27 years of experience, Joel S. Smith, CPA helps business owners make sense of their finances and drive profitability. A UC Berkeley grad with a Master’s in Taxation, he’s a Certified Public Accountant (CPA) and Certified Management Accountant (CMA).
Joel has worked across industries like real estate, construction, and professional services. As a member of the CFO Project, he provides business owners with the clarity and strategy they need to grow.
