What Type of Retirement Plan Should My Business Implement? – Part 4
401(k) Plan Basics A 401(k) plan allows employees to make contributions to a retirement plan from their pay. This is called a 401(k) deferral because instead of receiving all of their pay, the employee directs the employer to deposit a portion of their pay in the retirement plan. Saving in this way helps the employee accumulate […]
What Type of Retirement Plan Should My Business Implement? – Part 3
In Part 2, we discussed that 401(k) plans are a good retirement plan to consider when trying to attract and retain top talent for your business. But what are your 401(k) plan options? There are quite a few and we provide practical pointers to help you understand why a business might choose one plan over the other. […]
What Type of Retirement Plan Should My Business Implement? – Part 2
In Part 1, we talked about how a SEP plan can work nicely for an owner of a business with no employees. But what is the right plan for a company with employees? Usually the best place to start is finding out the answer to this question: Why does the business want to implement a retirement […]
What Type of Retirement Plan Should My Business Implement? – Part 1
Seems like this should be an easy question to answer, but there are so many options and so many objectives that figuring out the best retirement plan for your business takes a little work! In our first post of our “Keeping It Short & Simple” series, we will provide practical information, based on years of experience working […]
Revitalize businesses with smart capital solutions
From Brazil to the U.S.: Navigating the Cross-Border Investment Landscape In this episode, Stephan de Sabrit, the Managing Partner of Leste Group, delves into the intricacies of expanding a Latin American investment firm into the North American market. You’ll discover: Mentioned in this episode: Transcript Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in […]
Creative Investment Solutions in Down Markets
Struggling with investment strategies in today’s tumultuous market? Discover how the pros stay agile, creative, and profitable even during cash flow negative periods. In this episode, John Dickie, Partner at HighVista Strategies, opens up about navigating the lower middle market during financial downturns and seizing unique opportunities that many overlook. You’ll discover… • The hidden […]
Tony Kingsolver Joins The Liberty Company as SVP, Producer, Driving Growth in Key Industries
GAINESVILLE, FLA. – September 26, 2024 — The Liberty Company Insurance Brokers (Liberty) is proud to announce the appointment of Tony Kingsolver as Senior Vice President, Producer. With over 34 years of experience in workers’ compensation and property liability, Kingsolver brings a wealth of expertise to Liberty. Having built a distinguished career insuring complex risks […]
The Liberty Company Announces Strategic Hire of Adam Azamey, Strengthening Industrial Manufacturing and Agriculture Insurance Expertise
GAINESVILLE, FLA. – September 12, 2024 — The Liberty Company Insurance Brokers (Liberty) is proud to announce the appointment of Adam Azamey as Vice President, Producer. Azamey brings a unique blend of experience and a strong background in industrial manufacturing and agriculture, making him a strategic addition to Liberty’s growing team. His role will focus […]
Transform Retiring Businesses with Proven Success Strategies
How can you transition a business successfully from a retiring entrepreneur to the next generation? This episode dives into the human element of mergers and acquisitions, revealing strategies to make these transitions smooth and profitable. Brian Shields, co-founder of Handoff Partners, shares his journey of combining financial expertise with operational insights to help retiring entrepreneurs […]
Transformative principles to skyrocket your consumer business & drive sustainable, organic growth
Unlock the secrets of sustainable growth and discover the power of a founder’s mindset in transforming consumer brands, as revealed by industry veteran Mark Tarchetti. In this episode, Mark Tarchetti, founder of Alchemy-Rx and author of “Pick a Lane: Growth Strategy in a Fast-Changing World,” shares his insights on reimagining businesses and implementing practical growth […]