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Resources for Business Owners
Guides on exits, taxes, estates and retirement, written for Kitsap County business owners.
In these resources
Exit & Selling Your Business
Tax & Your Business
Estate & Legacy
Retirement & Owner Wealth
Perspective & Lessons
Start here
Washington Estate Tax and Your Business
Why Washington's estate tax can reach estates far below the federal threshold.
Read the guide
Start here
Business Exit Planning for Kitsap County Business Owners
Where to begin shaping your exit - on your terms, before the options narrow.
Read the guide
Start here
When Your Business Is Most of Your Net Worth
Why concentration risk deserves a plan, and how to build wealth beside the business.
Read the guide
Exit & Selling Your Business
Planning the transition, the sale, and everything after.
Financial Planning Before You Sell Your Kitsap Business
The decisions worth making before a sale, while they can still change the outcome.
Read the guide
What Is Your Business Really Worth
Why knowing the real number matters long before any sale.
Read the guide
You Just Sold Your Business
The first decisions after a sale, and why there's rarely a reason to rush.
Read the guide
After You Sell Your Business in Kitsap
Turning a single liquidity event into wealth that lasts.
Read the guide
Selling Your Business to Private Equity
What a private equity sale involves, and what to weigh before you sign.
Read the guide
Is Your Business Actually Ready to Sell? An Exit-Readiness Guide for Kitsap Business Owners
What buyers look for, and how to close the gaps before you go to market.
Read the guide
Selling a Professional Practice in Kitsap County
What's different about selling a practice built on your name and relationships.
Read the guide
ESOP vs. Selling
How selling to your employees compares with a traditional sale.
Read the guide
Business Exit Planning for Kitsap County Business Owners
Where to begin shaping your exit - on your terms, before the options narrow.
Read the guide
Family Business Succession Planning for Kitsap County Business Owners
Passing the business on while keeping both the family and the company intact.
Read the guide
9.9%
Tax & Your Business
Washington taxes, the sale, and keeping more of what you built.
QSBS and Your Business Sale
How qualified small business stock can reduce federal tax on a sale.
Read the guide
Washington's Capital Gains Tax and Selling Your Business
How Washington's capital gains tax applies if you sell your business.
Read the guide
Estate & Legacy
The business, the family, and what happens next.
Washington's Estate Tax Changes
What the recent changes to Washington's estate tax mean for business owners.
Read the guide
Washington's Family Business Estate Tax Deduction
A Washington provision designed to help family businesses pass to the next generation.
Read the guide
What Happens to Your Business If You Die? A Continuity Guide for Kitsap Business Owners
Keeping the business running and your family protected if the unexpected happens.
Read the guide
Buy-Sell Agreements for Kitsap Business Owners
The document that decides what happens if a co-owner dies, leaves, or can no longer work.
Read the guide
Estate Planning for Kitsap Business Owners
Making sure your plan actually holds up for your family and your business.
Read the guide
Washington Estate Tax and Your Business
Why Washington's estate tax can reach estates far below the federal threshold.
Read the guide
Retirement & Owner Wealth
Your number, your plans, and building wealth beyond the business.
How Much Do You Need to Sell Your Business and Retire? A Guide for Kitsap Business Owners
Running the numbers on your own life, not just the business.
Read the guide
SEP-IRA vs. Solo 401(k) vs. Cash Balance
How the main retirement plans for business owners compare, and which may fit you.
Read the guide
How to Put More Into Your Own Retirement as a Kitsap Business Owner
How business owners can save well beyond the standard deferral limit.
Read the guide
When Your Business Is Most of Your Net Worth
Why concentration risk deserves a plan, and how to build wealth beside the business.
Read the guide
Cash Balance Plans
How some business owners set aside far more for retirement than a standard 401(k) allows.
Read the guide
Perspective & Lessons
What decades of working with business owners has taught us.
9 Lessons From Decades of Advising Kitsap County Business Owners
What more than thirty-five years of advising business owners has taught us about risk, family, and purpose.
Read the guide
