Business Owners

A promotional graphic for a podcast episode featuring "The Owner's Corner" on selling a business. The background includes geometric shapes in green, blue, and purple tones. "EP10.5 Melissa Bradberry" is written at the bottom right, with the SYM Financial Advisors logo in the bottom left corner.

Different Methods to Sell a Business

In this week’s episode of the Owner’s Corner Podcast, host Seth Wicker is joined by Melissa Bradberry, aCertified Public Accountant, to discuss the different methods of selling a business. The two dive into the differences between a stock sale and an asset sale and why it matters for both the buyer and the seller. From tax implications to legalities, the duo covers the importance of understanding the terms and the key negotiations that can be

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A man and a woman are working together at a desk, both looking at a laptop screen. The man, wearing glasses and a blue suit, is standing with his hands on the desk. The woman, in a beige suit, is leaning over, pointing at the screen and smiling as they discuss S corporation advantages.

Advantages and Disadvantages of an S Corporation

Many business owners assume that incorporating their business will be too costly or time-consuming, but this is not always the case. If you are just starting your business or have been operating as a sole proprietorship or general partnership, you may be wondering about the advantages of incorporating your business as an S Corporation.  In this article, we explore the tax-deduction advantages and disadvantages of the S Corporation. What Is an S Corporation? To form

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Cover art for the podcast "Executive Decisions: A Podcast for Business Leaders." The background features dynamic, abstract white lines on a green backdrop, symbolizing corporate work culture. "EP13 Mauro Gregorio" is positioned at the bottom, with an upward-pointing arrow incorporated in the design.

The Secret to a Successful Business Culture with Mauro Gregorio (podcast)

Mauro Gregorio joins me to describe Dow’s corporate work culture, diversity and inclusion program, and welcoming atmosphere. He recounts his first job and responsibilities at Dow and what he learned while holding an entry-level position. He explains the importance of humility, asking for help, and ensuring someone is there to help. Mauro also discusses how the pandemic initiated changes in the workplace—particularly in how we work—and how it disrupted the way we value work relationships.

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Image of the U.S. Capitol building against a clear blue sky with the text "THE SECURE ACT 2.0" written on the right side.

What’s in the SECURE 2.0 Act?

How will the Secure 2.0 Act affect your retirement? The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was just enacted at year-end on December 29th, 2022. Both pieces of legislation seek to reform how Americans prepare for retirement while juggling current spending needs. How, when, or will each of us retire? How can government incentives, regulations, and safety nets help more people safely do so—or

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A hand writes "401(K) PLAN" in red marker on a whiteboard. Below the text are the numbers 1, 2, and 3, indicating a list. The SYM Financial Advisors logo, with green text and a leaf graphic, is displayed at the bottom left, promoting their expertise in 401k plans for business.

3 Reasons to Provide an Employer-Sponsored Retirement Plan

As open enrollment approaches, you may be wondering if it’s time to add a retirement plan to your employee benefits package. Or, you might simply want to provide more information about what is currently available to your employees. While employer-sponsored retirement plans offer numerous benefits to employees, there are some serious benefits to focus on from the employer’s perspective. When it comes to retirement plans, there are a few key things to keep in mind.

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A graphic titled "Events That Can Trigger Buy-Sell Agreements" with an image of a handshake in the center. Arrows point to seven events: Retirement, Disability, Death, Divorce, Insolvency, Termination of Employment, and Dilution, each represented by relevant icons.

Buy-Sell Agreements — Best Practices and Common Questions

Newer companies often get hit with a whirlwind of administrative and legal tasks, many of which are met with sighs and eye rolls when someone suggests they need to be tackled. Entrepreneurs may be very good at vision and managing daily operations but can neglect to take care of non-glamourous aspects of setting up a well-protected business. Every company, even a younger one, should have a plan if something sudden and unforeseen occurs that can

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