Business Library
- Borrowing for Your Small Business
- Cash Management
- Employee Benefits
- Who Will be Covered by Group Term Life Insurance?
- Communicating Benefits to Employees
- What is a Flexible Spending Account?
- What is a Cafeteria Plan?
- Introduction to Voluntary Benefits
- Types of Disability Insurance
- Introduction to Disability Insurance
- Types of Workers' Compensation Plans
- Introduction to Workers' Compensation
- Retirement Plan Questions to Ask
- Advantages of Retirement Plans
- Setting Up and Administering a Retirement Plan
- Introduction to Retirement Plans
- Introduction to Employee Benefits
- Structuring Group Term Life Insurance Policies
- Cost of Group Term Life Insurance
- Additional Features of Group Life Insurance
- Different Types of Group Life Insurance
- Introduction to Group Life Insurance
- Health Reimbursement Accounts (HRA)
- Health Savings Accounts (HSA)
- Types of Healthcare Coverage Plans
- Costs vs. Benefits of Healthcare
- Introduction to Group Health Insurance
- Employee Benefits Mandated by Law
- Executive Benefits
- Growing Your Business
- Introduction to Growing Your Business
- Managing Cash Flow
- Record Keeping
- Common Expenses to Keep Track Of
- Preparing Daily, Monthly, and Annual Records
- Profit and Loss Statement
- How Long to Keep Business Records
- Finding Accounting and Tax Help
- Small Business Training Resources
- Increasing Sales and Gaining Customers
- Forecasting for Growth
- Building Partnerships and Franchises
- Human Resources
- To Buy or Lease Real Estate and Equipment
- Fraud Protection
- Exiting a Business
- Business Insurance
- Introduction to Insurance
- Types of Liability Insurance
- What is Covered by General Liability Insurance?
- What is an Umbrella Policy?
- Why is Liability Insurance Important?
- How Business Structure Affects Liability
- Liability and Independent Contractors
- What is Property and Casualty Insurance?
- Why Is Property and Casualty Insurance Important?
- Types of Property Insurance
- Business Owner Policies
- Cyber Insurance
- Choosing the Right Insurance
- Starting a Business
- Introduction to Starting a Business
- Are You Built for Entrepreneurship?
- Determining Your Business Structure
- Regulatory Issues to Consider
- Developing a Business Plan
- Start-Up Costs
- Budgeting for First-year Costs
- Small Business Financial Services
- Sources of Funding and Capital
- Preparing to Obtain a Loan
- What the Lender Wants to Know
- SBA: Small Business Administration Loans
- Choosing a Location for Your Business
- Securing Space for Your Business
- Succession Planning
- Components of a Buy-Sell Agreement
- Other Considerations When Exiting a Business
- Replacement Planning
- Family Limited Partnerships
- GRAT or GRUT?
- Choosing the Right Funding Method
- Other Types of Buy-Sell Structures
- Stock Redemption Plans
- Cross-Purchase Agreements
- Funding a Buy-Sell Agreement
- Setting a Price for a Buy-Sell Agreement
- Introduction to Succession Planning
- What is a Buy-Sell Agreement?
- Selling the Business to a Family Member
- Will Your Successors be Ready?
- Passing on a Successful Business
- Systematic Gifting
- How is Succession Planning Related to Estate Planning?
- Succession Planning Questions to Ask
- What Should a Succession Plan Include?
- Succession Planning Challenges
Investment and insurance products and services are offered through Osaic Institutions. Member FINRA/SIPC. Marblehead Financial Services is a trade name of the Marblehead Bank. Osaic and the Marblehead Bank are not affiliated. Products and services made available through Osaic are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
Tools & Resources
