Beyond The Bottom Line / United States

Explore the decisions behind your business wealth.

Watch the conversations, read the explanations and bring specific questions to your professional team.

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8 episodes

United States · Episode 2 · Coordinated planning

Coordinating tax planning with your existing advisors

With Ethan Heisey

Ethan Heisey discusses the gaps that can arise when financial, tax and legal professionals work separately.

United States · Episode 4 · Business structure

With Carlos Lowenberg

Carlos Lowenberg connects business structure with how owners use profits and eventually sell their companies.

United States · Episode 8 · Owner wealth

With Jamal Hansen

Jamal Hansen discusses the importance of looking beyond a single tax year.

United States · Episode 10 · Coordinated planning

With Avneet Kaur

Avneet Kaur describes a planning approach that brings different professional roles together.

United States · Access to cash

With Thomas Cox

Thomas Cox describes the pressures of operating businesses and financing new opportunities.

United States · Selling a business

With Scott Bushkie

Scott Bushkie discusses how owners prepare for a sale and assess offers.

United States · Episode 15 · Selling a business

With Tony Patterson

Tony Patterson connects a business exit with the owner’s personal financial plan.

United States · Episode 17 · Coordinated planning

With Joe Eppy and Joshua

Joe Eppy and Joshua discuss several approaches to business-owner tax and wealth planning.