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Business Owner Advisory Insights

Shannon Jenkins

Partner

Business Owner Advisory

5 Ways Small Business Owners Can Help Protect Themselves from Tariffs 

May 14, 2025 - With headlines dominated by tariffs and trade policy shifts, small & mid-size business owners are on edge. Learn 5 ways to protect your small business…

Shannon Jenkins, Partner

Masha Hodi

Partner & Colleague Engagement Officer

Business Owner Advisory

Mapping the Succession Odyssey: Time, Talent, and Treasure as Your Strategic Guide

March 4, 2024 - In 'The 3 T's of Practice Transition', financial advisors who are also business owners can explore the complexities of transitioning their practice, focusing on managing…

Masha Hodi, Partner & Colleague Engagement Officer

Shannon Jenkins

Partner

Business Owner Advisory

Small Business Owners: An Agile Approach to Successful Cash Management

August 23, 2023 - SMEs, often regarded as the backbone of the U.S. economy, face a pressing concern: cash flow management. This article delves deep into understanding the importance…

Shannon Jenkins, Partner

Brett Dearing

Partner

Business Owner Advisory

Selling Your Business in a Buyer’s Market

September 28, 2022 - As we head into the second half of 2022, it is clear that the M&A market is transitioning to a buyer’s market. So what should…

Brett Dearing, Partner

Brett Dearing

Partner

Business Owner Advisory

Hiring the Right Wealth Manager for Your Transaction

April 28, 2022 - The net proceeds from the sale of your business adds another layer of complexity to your financial life. That’s why a wealth advisor is one…

Brett Dearing, Partner

Brett Dearing

Partner

Business Owner Advisory

Paycheck Protection Program – June 9, 2020

June 9, 2020 - On June 5, the President signed the Paycheck Protection Program (PPP) Flexibility Act into law. This act addresses many of the issues business owners have…

Brett Dearing, Partner

Brett Dearing

Partner

Business Owner Advisory

Paycheck Protection Program – May 19 Update

May 19, 2020 - The SBA released the PPP Loan Forgiveness Application. In addition to providing step-by-step instructions for calculating your forgiveness amount, the application also clarifies several key…

Brett Dearing, Partner

Brett Dearing

Partner

Business Owner Advisory

Paycheck Protection Program – May 15 Update

May 15, 2020 - The Small Business Administration continues to provide guidance about the Paycheck Protection Program. In this update, we look at how to handle employees who refuse…

Brett Dearing, Partner

Brett Dearing

Partner

Business Owner Advisory

Paycheck Protection Program – May 7 Update

May 7, 2020 - As the initial rush to apply for the Paycheck Protection Program (PPP) subsides, new issues and concerns have bubbled to the surface. Here are the…

Brett Dearing, Partner