When unexpected things happen to your business: Continuity planning for the coronavirus era

A crisis doesn’t always have negative connotations. It comes from the Greek word krisis, which means “decisive moment.” We are all painfully aware of the dark sides of the COVID-19 pandemic, but there have been positives for many of us too. The disruptive nature of the experience has caused us to reflect and reevaluate what […]

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7 Ways a Financial Planner can Improve your Business

According to American College, 60% of business owners don’t consult a financial advisor. Yet the Small Business Administration documented that only 50% of small businesses are still around after five years. Here are some of the ways a professional financial planner can help you beat the odds. Creating and coordinating business and personal goals Most […]

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Willow Creek Commentary: Spring-2020

THE CARES ACT The following is a summary of major provisions of the Coronavirus Aid, Relief, and Economic Security “CARES” Act. The Act is a complex piece of legislation and it covers many areas; our focus will be on how it impacts individuals. We would welcome speaking to you about it and if it might […]

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Coronavirus Aid for Small Businesses

As of this writing, it is evident that banks and the SBA have been overwhelmed by the number of applications and the need for clarity on the CARES act emergency loan programs. While we cannot speak on how difficult the process may be, below is a summary of the programs that have been made available. […]

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Business Succession Planning

Don’t die before you pass your business’ torch. Here is how to plan the handoff. As baby boomers enter retirement years in droves, the question of who will succeed them in their businesses is an ongoing issue. While some can’t wait to leave their careers to start doing all those things they have been postponing […]

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Where business owners go wrong on retirement planning

It’s surprising that people in the business of planning and running an enterprise are often their own worst enemies when it comes to planning for themselves. According to a survey by the American College of Financial Services, about a third of small-business owners do not have a personal or business-sponsored retirement plan, such as a […]

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When it’s time to get serious about getting financial help

August 25, 2014 – Published in the North Bay Business Journal When making any major decision, it is important to know when to seek professional advice.  With financial decisions in particular, an expert can be critical given the number of options available today. Here are a series of scenarios when it may make sense to get […]

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