We are often asked what advisors are necessary for a small business to be successful. The answer varies, depending on whom you ask, but some common answers are an attorney, CPA, banker, and an insurance agent.

Here’s a good article by E. James Burton, PhD, CPA, CFE that explains a business owner’s options:  Creating a Professional Advisory Team for a Small Business

To your success,

Joe Maas, CFA, AVA, CFP®, ChFC, CLU®, MSFS, CCIM
President of Synergetic Finance