Name the moment, not the job title. Each one has a hook line to open a post or video with, its ringtone (the letter, bill or date people react to before they think) and what's at stake.
“Your business made money this year. Did you pay yourself, or just the business?”
“Making $100K+ in profit as an LLC? Ask your CPA about an S corp before next year.”
“Hiring your first employee changes your retirement plan options. Pick one that works for both of you.”
“Profitable and want to shelter more? A cash balance plan can let owners save far more than a 401(k).”
“The bank wants your personal guarantee. That puts your house behind the business.”
“Your business partner wants out. Without a buy-sell agreement, this gets expensive.”
“If you got hurt tomorrow, would the business survive? Key person insurance answers that.”
“The business is growing faster than you can run it. Planning your role is planning your wealth.”
“Someone wants to buy your business. Before you answer, find out what it's really worth.”
“Handing the business to your kids? Fair isn't always equal, especially with siblings who aren't in it.”
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General education, not financial advice. Check rules and figures against current law before you publish.