Business Owner Resources
Thanks for joining us at the Hill Capital Summit.
Let us help you set the board.
Everything we talked about is here. Take what's useful, pass along what fits your team and reach out when you want to talk it through.
01 Set the Board
You and the business on one plan. What it pays you, what it needs to do for your family and who belongs at the table.
02 Your 401(k)
Plan design, the fund lineup, what you're paying and education for your people.
03 Plan the Exit
Sale, family transition or employee ownership. The work starts years before the deal. Five years out or fifteen, it's worth a conversation.
Ask the Austins
Austin Boniface and Austin Bock host a live online session one Wednesday a month at 3:00 PM CT, with open Q&A. Register once for every session, and share it with your employees.
Let us help you set the board.
Growing, steady or getting ready to hand over the keys, the first step is a conversation.
Or call us at 651-982-1115.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Employee education sessions are educational and general in nature and do not constitute individualized investment advice. This information is not a substitute for individualized tax or legal advice. Please consult a qualified tax advisor or attorney about your situation.