Business Owner Advisory Insights

As economic indicators continue to reinforce signs of recession, business owners should start thinking vertically about operational processes and procedures. This article outlines how business owners can improve operation efficiency and effectiveness to protect profit margins and revenue growth.

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 of the most important people you can have on your transition team.

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 encountered with the program.

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 items.

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 to return to work.