BETTE HOCHBERGER CPA, CGMA’s Post

🚀 Elevate Your Business with a Fractional Controller! Ready to optimize your financial strategy? Let's boost your profitability, tighten controls, and drive growth. Schedule a meeting with me and let's chart your course to financial success! https://lnkd.in/ezxd8eTR

Looking to take your business to the next level? 🤔 Let's craft a customized financial roadmap that drives success. 🚀 Schedule a meeting with us to unlock your business's full potential! 🌟 https://lnkd.in/ezxd8eTR

Are you a business owner facing the complex decision of selling or transitioning your business? Here are three critical problems you need to address: 1. Inaccurate Valuation Threatens Your Sale Price: A common problem for business owners is the risk of an inaccurate valuation, which can lead to a lower sale price than your business deserves. Ensuring your business is fairly and accurately valued is crucial to maximizing your financial outcome. 2. Succession Challenges Jeopardize Continuity: Another major concern is the difficulty of ensuring a smooth leadership transition. Without careful planning, the continuity of your company’s culture and operations could be at risk, leading to instability and potential loss of value. 3. Tax Burdens Erode Your Financial Gains: Finally, the impact of taxes on your sale proceeds is a significant issue. Without strategic financial planning, you could lose a substantial portion of your profits to taxes, undermining the financial benefits of selling your business. Addressing these problems head-on is essential to ensuring a successful and profitable transition of your business. Jamie M. Waldren, CFP®, is the Founder and CEO of JN Private Wealth Management, a Registered Investment Advisory Firm. Jamie, a Certified Financial Planner™ Professional, upholds the highest standards of expertise, ethics, and fiduciary responsibility. For more insights and a free consultation, access Jamie's calendar page [here](https://lnkd.in/eSqu7iyH). #BusinessTransition #FinancialPlanning #LeadershipSuccession

Ready to optimize your real estate investments for maximum returns? 🤔 Let's discuss tailored financial strategies that align with your goals. 💫 Schedule a meeting with me today! https://lnkd.in/ezxd8eTR

Investor Insight: 1031 exchanges can be a powerful tool for deferring capital gains taxes when selling investment property. Have you considered this strategy for your real estate portfolio? Let's discuss! 👉 https://lnkd.in/ezxd8eTR

Investor Insight: 1031 exchanges can be a powerful tool for deferring capital gains taxes when selling investment property. Have you considered this strategy for your real estate portfolio? Let's discuss! 👉 https://lnkd.in/ea7hhFsg

Did you know? Startups that secure funding may qualify for certain tax incentives. Exploring available tax credits can help these businesses optimize their financial strategies. 💸🌱 Schedule a meeting with us to learn more! 👉 https://lnkd.in/ezxd8eTR

Selling Your Business? Don’t Overlook Estate, Legacy, and Tax Planning When it comes to selling your business, the financial impact extends far beyond the transaction itself. Effective estate, legacy, and tax planning are crucial to ensure you maximize your wealth, protect your assets, and leave a lasting impact that aligns with your values. At JM Private Wealth Management, we specialize in helping business owners navigate these complex decisions. From minimizing tax liabilities, structuring your estate to secure your family’s financial future, and creating a tax-efficient plan for your philanthropic goals, thoughtful planning is the key to turning a successful sale into a meaningful legacy. Taxes can have a major impact on the proceeds from your business sale, so having a strategy in place is essential. Ready to discuss how estate, legacy, and tax planning can transform the future for you and your loved ones? Schedule a consultation with JM Private Wealth Management today and let’s build a comprehensive plan that aligns with your goals and aspirations. #EstatePlanning #LegacyPlanning #TaxPlanning #BusinessSale #WealthManagement #JMPrivateWealthManagement #Consultation https://lnkd.in/eSqu7iyH

Feeling financially stressed in today's economy? The rising gas prices and soaring food costs can make it challenging to make ends meet. But remember, you're not alone in this struggle. It's essential to prioritize your needs over wants and create a budget to manage your expenses effectively. Take a moment to breathe and evaluate your financial situation. Consider cutting unnecessary expenses like excessive cable subscriptions to ease the burden. Your self-worth is not defined by your net worth. Many are facing similar challenges, and it's okay to seek support. If you need guidance in navigating your finances and financial stress, I'm here to help. Feel free to reach out, book an appointment, or visit my website. Remember, taking small steps towards financial stability can make a significant difference. Take a breath, and let's work through this together. https://lnkd.in/emmTQWTE Gary M Albert CPA MST CSSCS CFSWC Trauma of Money Certified Practitioner https://lnkd.in/erhQDaNa [email protected]

Thanks to General Motors Executive Vice President and Chief Financial Officer Paul Jacobson for an insightful conversation on the #EV transition at #SAFESummit2024. We covered a lot of ground… starting with the customer (always the most important place to start) and worked our way back. #Supplychains… battery raw materials… striking a proper balance between powertrains... investments in the electric future… geopolitics… and the role of government and policy to support the #electricvehicle transition.