Bryce Schuler, CFP, Author at Independent Wealth + Business Advisory

Author: Bryce Schuler, CFP

Protecting Your Business Legacy: The Role of Buy-Sell Agreements

A buy-sell agreement is a legally binding document between company shareholders. The agreement addresses what will happen if a partner passes away, becomes disabled, or otherwise exits the business. The document also establishes a clear framework for how the business will be valued in these situations.

Small Business Hiring Remains Strong

The labor market has dominated headlines in recent months. Stories circulated that hiring cooled as companies digested higher interest rates, lower growth expectations, and reduced consumer demand. But the headlines overlooked one important detail: small businesses still need workers.

Pension Plans: How Aging Owners Can Maximize Savings and Minimize Taxes

Pension is a broad and often misused term. For the purposes of this article, a pension plan is any retirement plan designed to produce a defined income stream in retirement.

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Protecting Your Business Legacy: The Role of Buy-Sell Agreements

Small Business Hiring Remains Strong

Pension Plans: How Aging Owners Can Maximize Savings and Minimize Taxes