For business owners, estate planning is not just about personal assets, it’s about safeguarding the company you built and ensuring it continues to thrive for future generations. Without a solid estate plan, your business and personal wealth could be at risk from taxes, disputes, and unplanned transitions. Why Every Business Owner Needs an Estate Plan
Category Archives: Value Building
09
Jul
Jul
Earning more money is only part of the equation for building wealth. The true key is keeping more of what you earn through smart profit allocation and strategic financial planning. Whether you are a business owner or managing personal finances, the way you allocate profits can have a lasting impact on long-term financial security. Profit
11
Jun
Jun
Small businesses and growing companies often reach a point where financial complexity demands more than a bookkeeper but doesn’t yet justify a full-time CFO. Enter the virtual CFO (vCFO) — a strategic partner who offers executive-level financial insight without the six-figure price tag. In today’s fast-paced business world, understanding the financial benefits of hiring a
28
May
May
Many companies focus on increasing sales but overlook hidden financial loses that slowly erode profits. These loses are often unnoticed until they cause significant damage. Identifying and fixing them early is essential to protect revenue and boost profitability. Common Financial Loses That Drain Profits One of the most common leaks is inefficient operations. Processes that
06
Sep
Sep
Introduction Traveling for business purposes is an essential part of many start-ups and established businesses. Whether you’re attending conferences, meeting clients, or exploring new markets, these business trips often come with significant expenses. The good news is that many of these costs can be tax-deductible. You can help your company save money while expanding its
29
Mar
Mar
Why Your Supply Chain is Important. Supply chain management is a crucial piece of a business’ success. An effective supply chain is important for various industries including manufacturing, retail, and logistics. When it is well managed, it ensures that goods and services are delivered to customers in a timely and cost-effective manner. It also helps
03
Mar
Mar
An evolution has been taking place at Whittaker over the last year. If you’ve known us for a long time, you’ll have noticed things looking a little visually different on our website and communications. Maybe you’ve landed on this blog as a complete newbie to Whittaker, and you’re trying to figure out what we’re all
03
Feb
Feb
Whittaker & Company Senior Manager Daniel Sohn moved a lot when he was younger. Born in Korea, Daniel later moved with his family to Vancouver, Canada. Next they swapped coasts for New York City, then hopped back west to a variety of cities in Orange County. The constant change likely informed his aversion to stasis.