Business Owner

Succession Planning for Small Businesses in the Mid-South: Ensuring a Smooth Transition

Business Owner
June 17, 2025

Succession planning is crucial for small business owners in the Mid-South, including those in Tennessee, Mississippi, and Arkansas, who want to secure the future of their companies, protect their legacy, and provide stability for employees and clients. 

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How to Write a Financial Plan for Your Business in 2025

Business Owner
February 26, 2025

One of the most important things I tell business owners is that a financial plan isn’t just a formality—it’s a critical tool for success. 

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Starting a 401(k) for my Business: Why and How

Business Owner
June 6, 2021

A 401(k) plan can be an excellent tool to invest in your employees. The benefits of a 401(k) are not one-sided and can benefit both the employer and employee.

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Small Business Succession Planning

Business Owner
June 5, 2021

The US Small Business Administration’s Office of Advocacy defines small businesses as those with under 500 employees.

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Passing a family business down from generation to generation is not always possible

Business Owner
June 5, 2021

Passing a family business down from generation to generation is not always possible. However, most small business owners want to ensure

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Why Small Business Owners Should Offer Retirement Plans

Business Owner
June 5, 2021

According to a recent industry survey, more than 60% of small business owners are not saving enough money for their own retirements.

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5350 Poplar Ave.
Suite 600
Memphis, TN 38119

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