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OUR LATEST INSIGHTS

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The Value of CEPA® (Certified Exit Planning Advisor) for Business Owners

Entrepreneurship is a complex and constantly evolving journey. While it's thrilling, it comes with its fair share of obstacles. Particularly when considering a business exit or transition, the guidance of a Certified Exit Planning Advisor® (CEPA®) can be indispensable. In this article, we will explore the extensive benefits of CEPAs, especially when paired with the institutional expertise of Century Management.

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Navigating the Hazards: The Risks Faced by Owners and HR Representatives as Plan Sponsors of 401(k) Plans

I have dedicated my life to helping business owners, executives, and families navigate the complexities of wealth. Over my career, I've seen numerous business owners and HR representatives struggle to manage their company's 401(k) plans effectively. This article aims to shed light on the potential risks that you face when assuming the role of a plan sponsor for your company's 401(k) plans, especially when there is not a dedicated fiduciary advisor in place.

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Unlocking Business Value: Essential Steps for Success

Throughout my journey serving the financial needs of our community, I have been privileged to support many business owners and executives in their journeys toward financial freedom. These experiences and the Certified Exit Planning Advisor® (CEPA®) designation have taught me much about the complexities of creating, maintaining, and enhancing value within a company. Today, I'm going to share with you some of the steps to unlocking and enhancing the value of your business, and to helping you plan for the future when you're no longer in the driver's seat.

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Securing Your Future: An In-depth Look at Cash Balance Assessment for Firms with 40 People or Less

As the leader of Century Management, I have spent over three decades helping businesses, executives, and families navigate the intricacies of wealth. Among these challenges is the necessity of assessing cash balance for firms, particularly those with a small, concentrated team of 40 people or less. In this article, I want to share with you an alternative approach to planning for your future, which could provide substantial tax benefits and enhance your company's overall financial health: the Cash Balance Plan.

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Maximizing Business Value: It Takes A Village

With a lifelong education and passion for financial services, I've devoted my career to helping high-income-earning business owners, executives, and families navigate the complex world of wealth. One lesson that I have learned throughout my years in the industry is that maximizing the value of a business is not a solo endeavor. Indeed, it takes more than a financial advisor to truly unlock a company's potential. Diverse experts in various fields are needed to ensure a comprehensive, well-rounded approach to business growth and sustainability.

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Securing Your Future: An Unexpected Exit Strategy for Business Owners

The surprising reality is that more than half of businesses are sold in an unexpected manner. This fact often catches owners unprepared, potentially leaving them in sub-optimal situations, both financially and emotionally. It's important to be ready for an exit, even if you're not planning one right now. Here, I'll be discussing the essential items to work on to help ensure you're prepared for an unexpected business sale.

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Are You Getting The Most Out Of Your Retirement Plan?

Looking to save on taxes, maximize your retirement savings, create significant asset protection, and reward, recruit, and retain your employees, consider adding a cash balance plan to your existing 401(k) plan. Depending on your personal goals, there are many other retirement planning and benefit options that could also be of help. Choosing the right retirement planning option is one of the most important financial decisions a business owner will make for their business. Here are some key takeaways from our blog on how Century Management Financial Advisors can help.

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