Beyond Profits: Tackling Key Issues for Business Longevity

In our last episode, we explored the world of tax and financial strategies with Miguel Delgado, Senior Wealth Advisor at Legacy Wealth Management, uncovering the intricate ways he supports small business owners in navigating their fiscal responsibilities.

In our second episode with Miguel, we dive deeper into the challenges that keep business owners up at night—the ones that aren't just about dollars and cents. From tackling the critical issue of employee retention to offering innovative fringe benefits like golden parachute plans, Miguel shares his insights on keeping top talent motivated and loyal. We also explore the intricacies of buy-sell agreements and what happens when a partner decides to exit the business.

Join us as we uncover solutions to these pressing questions and learn how to fortify the future of a small business.