7900 International Drive Suite 300 Minneapolis, MN 55425

7 Steps to create your cash flow budget

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We have all heard the expression “Cash is King!”  or its all about the cash flow.    However, not everyone knows how to budget or plan their cash flow.    The article “7 steps to create your own cash flow budget” could be just the help you need to understanding your particular cash flow….

 

Do not forget to RSVP to our next event that will teach you how to grow your business the right way and without spending tons of money money on marketing!

Welcome New Members!

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From time to time at the small business Advisory Board, we add new members to help us serve you and our clients better. We are proud to introduce Four new members to this group over the last 3 months period we are excited for their addition to the team and what they can do and we hope you will spend some time getting to know them!

Meet The New Members

Ryan Bodin– He is our newest wealth management professional infills avoid that we have had for a very long time in this group. He is a professional that works for Raymond James Financial and will do amazing things for this group. Find out more about him here on his profile.

Bryan Rogers– Bryan is our new business banker and we are excited about what he brings to the table with his longevity and commitment to the century 21 brand check out his profile here.

Young Bebus– We are very excited to have young on the team because she fills a void that we have needed for a long time. That being the business broker of the group. Find out more about her and what she does here on her profile.

Jeff Rohach– Jeff is also an amazing addition to the group. We have needed a CFO that we can count on in this group for a very long time and so have our clients . find out more about Jeff and what he does and the services he offers here on his profile .

 

Don’t forget to RSVP to our next lunch and learn in January and learn how to grow your business the right way without spending tons of money to do it!

 

Lunch & Learn- Reduce Your Tax Liability

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What if there was a way to reduce your tax liability by 25% or more….on money that the IRS has already given you a deduction on?

Small Business owners today are frequently the favorite target of politicians looking for more revenue, often making taxes one of your biggest expenses.  In Jeffrey’s presentation you will hear about a closely guarded secret of affluent business owners that your Financial Advisor, CPA or Tax Attorney have never shared with you, and may even be unaware of.   Small Business owners won’t want to miss the next lunch and learn event with Jeffrey Thompson, who will be sharing this little known method that can unlock significant tax savings on existing qualified plan savings.

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