Building a Team of Professional Advisors
A team of professional advisors, including a business owner's accountant, attorney, banker and insurance agent, should have collaborative dialogue to provide guidance and advice on important business matters. This group works with the owner and key employee assisting with capital planning, risk management strategies, succession planning and tax planning to name a few.
Collaboration doesn't occur in silos. If you trust these individuals to provide solutions with your best interests in mind, get them together so they can leverage their combined talents to navigate the risks of running your business.