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The business owner's guide to financial freedom : what Wall Street isn't telling you / Mark J. Kohler CPA, Attorney ; with Randy Luebke, RFC.

by Kohler, Mark J., author.

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[Irvine, California] : Entrepreneur Press, [2017]

Businesspeople -- Finance, Personal.

Business enterprises -- Finance.

9781599186160 (paperback, alkaline paper) :

1599186160 (paperback alkaline paper)

xix, 292 pages ; 22 cm

Introduction. The difference between Wall Street and Main Street -- Part I. Perspective -- The entrepreneur mindset -- A reality check--the true value of your business -- The truth about your financial advisor -- What Wall Street isn't telling you -- Part II. Forge a better, smarter, and safer way -- The lifetime paradigm and the 4 x 4 financial independence plan -- Step 1: Optimize what you already have -- Step 2: Dealing with debt as an entrepreneur -- Step 3: Maintaining proper cash reserves -- Step 4: Investing your profits and building buckets -- Part III. Deploying your assets strategically -- Understanding the limitations and potential power of Social Security -- The role of your personal residence -- Health care--the hidden time bomb -- Self-directing and strategic use of the IRA, SEP, and 401(k) -- Why rental real estate, and how to do it right -- Vacation property and timeshares: strategies and pitfalls -- The proper role of insurance in your plan -- What you should be buying from Wall Street -- Part IV. Exit strategies for your business -- Preparing to sell your business -- Pricing your business and increasing its value -- Helping your partners or employees buy the business -- How to find and sell to a third-party buyer -- Selling to your family -- Part V. Protecting your hard-earned assets -- Asset protection: inside and outside -- Cyber security risks -- Where estate planning fits into the equation -- Our financial freedom challenge to you!

Tailored for small business owners and entrepreneur like yourself who are looking for long-term financial planning and wealth management, The Business Owner's Guide to Financial Freedom reveals the secrets behind successfully investing in your business while bypassing Wall Street-influenced financial planners. Attorney and CPA Mark J. Kohler and expert financial planner Randall A. Luebke deliver a guide catered to your entrepreneurial journey as they teach you how to create assets that provide income so work is no longer a requirement, identify money and tax-saving strategies, and address business succession plans to help you transition into the investment phase of business ownership.

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