Successful Business Owner

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Successful Business Owner

You've poured your heart and soul into building your business from the ground up, navigating the highs and lows of entrepreneurship. Whether you're nurturing its growth, optimizing its operations, or contemplating its sale, there’s little time to think about the nuances of business taxes and how it all interconnects with your personal finances. Still, you know that the decisions you make today — like choosing a business structure, saving for retirement, and reducing your taxes — will likely pay dividends in the future. But you didn’t become an entrepreneur to learn how to expertly navigate the business tax code. Not to worry, we’ll cover everything you need to know about integrating your business and personal finances so you can focus on growing your business from inception to exit.

Featured

Compound's Guide to the IPO

For a startup employee, learning about your company’s initial public offering (IPO) is an exciting time. But it’s also overwhelming from a financial planning perspective. You have a variety of different equity grants, and you must decide what to do with each one. How many stock options should you exercise and sell, and when? What will your tax obligations be, and how can you minimize them?

Company Equity Deep Dive

Conventional wisdom says that startup equity is worthless. While most startups fail, there’s a chance your equity will become a life-changing pot of money. This guide explains how to make the most of your equity.

Retirement Deep Dive

Planning for retirement often feels pointless. You’re young and your startup is taking off — why should you worry about retirement now?

Choosing the Right Business Entity: A Guide for Business Owners

Choosing the right entity structure for your business is one of the most important initial decisions you’ll make as a business owner. It has far-reaching implications for your company’s taxation, personal liability, and regulatory compliance. The right entity can offer considerable tax benefits, protect your personal assets, and increase your business’ credibility. On the other hand, the wrong choice can lead to risks, unnecessary complexities, and financial issues. This guide will explore the different entity options and help you find the entity that best suits your business's needs.

Tax Mitigation Strategies for Business Owners

As a business owner, you’re always looking for ways to maximize your profits and minimize your expenses. One area where you can save a significant amount of money is through tax reduction strategies. Taxes can be a considerable expense, affecting cash flow and profitability understanding and managing your taxes efficiently can significantly impact your business growth and eventual succession. Compound Planning understands the unique challenges business owners face and has solutions designed specifically to guide them through the complex landscape of tax mitigation. We help you make strategic decisions that minimize tax liability and support your business's long-term growth and success. By making the right choices about your business structure, investments, and expenses, you can drastically reduce your tax liability and keep more of your hard-earned money in your pocket.

How to pick the right retirement plan for your business

When you own your own business, you’re in charge of every financial decision. This includes your own financial future — like planning for retirement. Unlike traditional employees who might have access to a 401(k), you’re responsible for managing your own retirement plan. Many business owners rely on funding their retirement with the proceeds from selling their business. While selling your business may provide a substantial nest egg, it’s crucial to consider other strategies to ensure a successful retirement, especially if those plans change. Establishing a retirement plan not only offers a financial safety net, but can provide tax advantages that can help you save money during high-earning years.

Exit Planning for Business Owners

As a business owner, you've poured your heart, soul, and countless hours into building a successful company. But what happens when you're ready to step away? As entrepreneurs, we understand the thrill of the journey that comes with launching and growing businesses. However, we often overlook the equally important part of this journey—planning the business exit. Whether you're planning to retire, sell your business, or pass it on to the next generation, having a well-crafted exit plan is important to help ensure a smooth transition and maximize the value of your hard work. Comprehensive exit planning is much more than just leaving your business. Instead, it's about how and when you exit, aiming to maximize value and ensure continuous sustainability.

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Important Disclosure: This material is provided for informational purposes only and is not intended to be investment, tax, or legal advice nor a recommendation to buy, sell, or hold any securities or investments. This material is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer, or solicitation to buy or sell any securities or to adopt any investment strategy. Compound Financial Inc. (“Compound Financial”) offers software-based financial management and planning tools. Investment advisory services are provided by Compound Advisors, Inc. (“Compound Advisers”), an SEC-registered investment adviser. Compound Tax, LLC (“Compound Tax”) provides tax consulting and compliance services. Compound Advisers and Compound Tax are wholly owned subsidiaries of Compound Financial. Altogether, we refer to our business as (“Compound”). Registration as an investment adviser does not imply any level of skill or training.
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The information provided herein is based on sources believed to be reliable, but Compound Advisors makes no representation or warranty as to its accuracy, completeness, or reliability. Refer to Compound’s Brochure (Form ADV Part 2A) and Client Relationship Summary (Form CRS) for more information.

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the Manual

Successful Business Owner

Successful Business Owner

Choosing the Right Business Entity: A Guide for Business Owners

Tax Mitigation Strategies for Business Owners

How to pick the right retirement plan for your business

Exit Planning for Business Owners

Investing

Borrowing

Tax

Estate Planning

Philanthropy

Insurance

Company Equity

Career