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Getting to the Equity in Your Business

Getting to Income vs. Equity There are two very different aspects to getting the money out of your business. On the first hand, there is the income that you draw from the business in terms of salary, personal/business expenses, and bonuses that you pay to yourself and/or retirement plan savings. All of this constitutes money that’s coming to you from the cash flow of the business going towards the lifestyle that you have built for yourself. The second and potentially much more important aspect, is getting to the equity – the illiquid part – of your business. The equity is your ‘owner’s value’: the reward for growing your enterprise and taking the risk as a shareholder and investor.

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“6 Keys to Creating a Business You Can Transfer”

Securities are offered through LPL Financial, Member FINRA/SIPC. Investment Advisory Services are offered through Jacobi Capital Management, LLC, an SEC Registered Investment Adviser. Jacobi Capital Management, LLC and Jacobi Wealth Advisors are entirely separate entities from LPL Financial. Jacobi Capital Management, LLC employs (or contracts with) individuals who may be (1)registered representatives of LPL and Investment Adviser Representatives of Jacobi Capital Management, LLC; or (2) solely Investment Adviser Representatives of Jacobi Capital Management, LLC. Although all personnel operate their businesses under the name of Jacobi Capital Management, LLC or Jacobi Wealth Advisors, they are each possibly subject to the differing obligations and limitations and may be able to provide differing products or services. Please speak with your financial professional for more information or see their personnel bio pages on the Jacobi Wealth Advisors website at www.jacobiwealth.com.

 

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