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Slowing sales and financial concerns are common challenges that many entrepreneurs encounter at some point in their journey. When faced with such a downturn, it’s crucial for business owners to approach the situation with a strategic mindset. Immediate, knee-jerk reactions can often lead to more harm than good, so assessing the business’s state thoroughly is imperative. By identifying the root…

Case Study: Funding Estate Tax with Discounted Dollars

The Client: Background
  • Mrs. Savvy, age 70, is a successful entrepreneur, beginning to “wind down” and in good health.
  • Current gross estate of $25,000,000, consisting of $20,000,000 in a closely held business, $2,500,000 in real estate, $1,000,000 in cash/bonds and $1,500,000 in personal residences.
  • Current estate tax liability of $5,000,000 which exceeds

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Building a business with your spouse can be challenging, but Paris and James Williams make it look like a superpower. Paris, a former school leader, and James, a numbers whiz, combined their unique talents to create Next Level Financial, a thriving fractional CFO firm. Their journey is a testament to the power of passion, partnership, and perseverance.

At Next Level…

Service-based business owners, don’t miss out on our upcoming webinar focused on providing you with strategic financial insights and practical tools to navigate the challenges of inflation, rising labor costs, and softening sales.

Key Topics:

  • Managing Rising Labor Costs: Learn strategies to handle labor costs, which have increased by an average of 4.5% annually, without compromising service quality or employee satisfaction.

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We’ve focused on the economy and the inflation fight that could lead to a “hard landing” on the podcast. Lost in the conversation has been how things are doing locally.

I’m hearing from certain clients (including business owners and corporate execs) that some sectors are cooling off and inflation’s a major issue.

So, what do the numbers say?

The…

Each year, Puget Sound Business Journal Washington Best Workplaces ranks the best places to work based on employee surveys across small, medium, large and extra-large companies in Washington.
The annual Washington’s Best Workplace list is an approval rating for employers throughout the state. It goes beyond the perks and scores to how employees feel about the culture, mission, and values

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