Resource tag

business owners

Name: Meridian Financial Partners — Washington, VA
Address: 211 Main Street, Washington, VA, 22747, US
Telephone: +1-540-878-5416
Price range: $$$

5 free checklists and guides on business owners.

What Issues Should I Consider as a Business Owner or 1099 Worker?

Self-employment changes the planning picture. See the long-term issues worth thinking through.

Free PDF download

What Issues Should I Consider When Planning for the Sale, Disposition, or Succession of My Business?

An exit plan takes years to build well. See what to consider for a sale, transfer, or succession.

Free PDF download

Business Owners

Pension Plan Options for Small Business Owners

Defined benefit and cash balance plans can allow larger contributions than typical retirement accounts. See how they compare.

Free PDF download

Business Owners

Retirement Plan Options for Small Business Owners

Solo 401(k), SEP IRA, SIMPLE IRA, and more. See how common small business retirement plans compare.

Free PDF download

What Issues Should I Consider When Starting a Business?

Starting a business affects your personal finances as much as your professional life. See what to plan for.

Free PDF download

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