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    BOOKS

    FREE DOWNLOAD
    Discover how you can take cash out of your business while maintaining majority ownership and operational control which allows you to diversify your assets and protect your personal wealth. In the future, as the majority owner, you will receive the majority of the financial benefits as your company continues to grow and take advantage of growth opportunities.
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    Often times, small business owners want to sell their company to a family member, partners, or loyal employees. This may make it difficult to secure financing in order to avoid the business owner taking on personal risk, which could jeopardize their retirement.  The SBA loan program can provide business owners with the solutions needed to exit their company successfully. Discover the myths and misconceptions about the SBA loan process and learn how it may help business owners today!

    ARTICLES​

    How To Sell Your Company to Your Employees

    by David Ryan

     

    I frequently hear the statement, “I want to sell my company to my employees!” If they want to buy it and if they are capable of managing it, and have the money you can likely make the deal happen.  However, in many cases, the fact is that if your employees had the drive to be owners...

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    Take Cash Out of the Business, Without Losing Operational Control

    by David Ryan

     

    Many business owners reach a point where they want to take some of their own money off the table at their company. Some want to invest more of their wealth elsewhere to insulate themselves from un-controllable outside factors that could devalue the business. They may want to free themselves of personal guarantees they made for loans. In other cases, owners need capital to buy out a partner.

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    Do You Want to Leave Your Business to a Family Member?

    by David Ryan

     

    Do you know how to transfer your business to family members while paying the least possible taxes and accomplishing your financial goals?   A study by a leading finance magazine, Chief Executive, states 80 percent of business owners want to pass the family business on to the next generation...

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    Is an SBIC right for you?

    David Ryan

     

    With approximately 338 SBICs and $17.4 billion in capital, this type of funding is a route that every small business owner and their advisors should explore when planning for additional growth capital, management buyout, acquisition, or recapitalization.

     

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    @UptonFinancial

     

    California Office
    Office: (707) 523-9651

    Fax: (215) 344-3711
    131-A Stony Circle, Suite 500

    Santa Rosa, CA 95401

    CA BRE License 01240875

    info@uptonco.com

    Arizona Office

    Office: (480) 666-5556

    Fax: (215) 344-3711

    7373 E Doubletree Ranch Rd, Ste 200

    Scottsdale, AZ 85258

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