Journal

Business Owners & High Earners

RSUs, deferred comp, retirement plans for business owners, and corporate wellness.

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The 2–3 Year Checklist Before Selling Your Business

A year-by-year checklist for HVAC, plumbing, roofing and landscaping owners who want to sell for more and keep more after taxes.

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Retirement Plans for Trade Business Owners: SEP IRA vs. Solo 401(k) vs. Cash Balance

HVAC, plumbing, roofing and landscaping owners often put too much into the business and too little aside. Here's how the main retirement plans compare in 2026.

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How to Sell Your Plumbing or Roofing Business

Plumbing and roofing shops draw very different buyers. Here's how each is valued, what raises the price, and how to keep more of the sale after taxes.

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How to Sell Your HVAC Business (and What It's Worth)

Private equity buyers are calling HVAC, plumbing and home-service owners. Here's how buyers value a shop, how deals are usually structured, and what to get ready 2–3 years before you sell.

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The QSBS Exclusion: What Founders and Early Investors Should Understand About Section 1202

A provision buried in the tax code can erase millions of dollars of gain on the sale of a company — but only if the stock qualified from the moment it was issued.

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Cash Balance Pension Plans: A Bigger Lever for Business Owners Behind on Retirement Savings

A 401(k) has a ceiling, and for a profitable owner in their fifties, that ceiling can arrive well before the tax bill stops stinging.

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Why Most Business Owners Who Plan to Sell Never Do

Research suggests 70–80% of businesses that go to market never sell. Here's what separates the owners who close a deal from the ones who quietly take the listing down.

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Selling Your Business: The Financial Planning Timeline Before You Exit

The owners who net the most from a business sale start planning years before a buyer shows up — from tax structure to valuation to personal financial modeling. Here's the timeline that actually works.

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Maximizing Tax Credits and Deductions as a Business Owner

Understanding tax credits and deductions can help business owners reduce their taxable income and improve their bottom line

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How Atlanta Employers Can Launch a Corporate Financial Wellness Program That Actually Works

👉How would it feel to know exactly when you can retire and how much you can spend without running out of money? Let’s talk. In a complimentary call, I’ll walk you through your numbers and show you str

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How to Make the Most of Stock Compensation (RSUs, Options)

Stock compensation can be one of the most valuable—and complex—components of your compensation package

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Deferred Compensation: What It Is and When It's Beneficial (2026)

Deferred compensation plans are a valuable tool for high earners to manage their income, reduce taxes, and save for the future

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401(k) Plan Sponsor Services (3(21) Co‑Fiduciary) in Atlanta

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