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When will you reach your next Turning Pointe?


Great Winter Small Business Reads: Mastering the Rockefeller Habits


by Katie Trusdell with Keith Klein

Read on (National Federation of Independent Businesses)

Part of an ongoing series on, Small Business Book Club

"This book helped one small business owner focus on his business’ basics—core values and goals—to develop an overarching strategic plan."

5 Unexpected Steps to Maximize the Value of your Business, Sell and Retire

5 steps.jpgby Keith Klein

Most entrepreneurs perceive a financial conundrum as their business goes through the business life-cycle: from start-up to the ultimate transition or sale of the business and retirement: 

Should I be saving for retirement and protecting my family OR is my money better spent by reinvesting in my business?

The One Sure-Fire Way to Know the Best Time to Sell Your Business

When is the best time to sell your business?


In a recent article for Inc. Magazine, 5 Numbers That Can Predict the Perfect Time to Sell Your Company, John Warrillow makes the point that using external, or macroeconomic conditions to gauge the optimal timing of the sale of your business may be a mistake, and he proposes improving five internal metrics in order to maximize the value of your business.

I believe that this article is very valuable not only in terms of helping to determine the optimal time to sell your business, but also to help improve the overall value of your business.

Nest Eggs Cracked For Business Start-Ups

Nest Eggs.jpgby Karen Demasters

More entrepreneurs are turning to their retirement savings for the start-up funds they need to start new businesses, say advisors and facilitators who deal in this market.

A self-directed 401(k) can be used to start any enterprise that qualifies as a business under the IRS code, notes William R. Seagraves, CEO and president of Catchfire Funding in Denver.

“My clients are like myself, they are serial entrepreneurs who want to jump out of the corporate track,” says Seagraves. Catchfire Funding helps arrange the self-directed 401(k) plans for businesses financing.

The trend comes at a time when the U.S. Small Business Administration has cut back on loans, although Seagraves and others say it is too early to tell if the two trends are connected.

My own Turning Pointe: The need for an independent platform

road.jpgby Keith Klein

In 2011, after more than 15 years as a financial service advisor, I reached my Turning Pointe.  It had become clear to me that the best way to provide unbiased solutions to my clients was to do it from a platform that would always put their needs first.


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