by Florida Veterinary Advisors | Jul 6, 2022 | Articles, Business
The business was looking for retention plans, and it all started with the 401(k) We were introduced to a large landscaping company with around 100 employees to assist with implementing a retirement account, so everyone could participate. The impression from the...
by Florida Veterinary Advisors | Jul 6, 2022 | Articles, Business
Case Study: How we saved a business owner $90k dollars in taxes when selling to an employee Many business owners have a desire to sell to an employee BUT… The problem is many people who are working inside the business do not have the funding to purchase (or the...
by Florida Veterinary Advisors | Jul 6, 2022 | Articles, Business
Overview: A business owner we worked with wanted to retire in 5 years. This owner was incredibly busy running their business (not working on the business) and most profits were being reinvested to grow the business value. In addition, there was a large amount of cash...
by Florida Veterinary Advisors | Aug 17, 2021 | Articles
Hi, my name is CJ and I am a workaholic. I want to have the BEST homelife. I want to have the BEST business. I want to have the BEST friendships. I want everyone to believe I am the BEST. The only downside? It’s not ALL possible. As veterinarians, you give everything...
by Florida Veterinary Advisors | Jul 21, 2021 | Articles
Originally posted on dvm360 at https://www.dvm360.com/view/7-common-financial-mistakes-practice-owners-make. If you’re considering practice ownership, here’s what you need to know to help you succeed. Practice owners typically have 2 main desires: to help provide the...
by Florida Veterinary Advisors | May 13, 2021 | Articles
I lost my father when I was 18. It took me 9 months to admit how deeply it affected me. I’ve still not fully recovered although, I am not sure someone ever recovers from a loss so great. He was a great father. He built me up, spoke positivity into my life. He...
