Retrospect Volume V

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Assessing Market Trends

It’s important for small business owners to monitor market

trends to stay competitive and adaptable. Economic factors

outside your control - like inflation, interest rates, and

regulatory changes - can have a major impact on your

company’s bottom line.

We can help you navigate changes in the broader market and

explain any potential impacts on your company. Having

another person keep an eye on industry shifts and consumer

behavior might help you get ahead of the competition or at

least better prepare for possible roadblocks.

With our connections throughout the community and

through other business owners, we can even help connect you

to private financing & equity investments in your business.

As a small business owner, you face many unique financial challenges,

including managing your personal and business finances. Working with

Olistico Wealth is an investment in your company’s future. We can help

you navigate retirement and long-term financial planning, acting as a

strategic partner as your company grows. In short, as fiduciaries, we put

your interests and goals ahead of our own because when you’re

successful, we are too.

Bottom Line

Succession planning secures your business’s future and

safeguards your hard-earned legacy. Yet some small

business owners fail to properly plan for an emergency or

their eventual departure from the company.

A small business financial planner can create a

comprehensive succession plan to safeguard the financial

health of the business.

This could be as simple as a life insurance policy or more

complex, like a contingency agreement with another

business to buy the owner’s family out in the event of death.

Many ignore succession planning, but because the business

is most likely the owner’s most valuable asset, it needs a

plan to support it.

Creating a Succession Plan

RETROSPECT

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