Category: Business Owners


Edgar Collado on The COO Roundtable Podcast by PFI Advisors

Continuously learning, improving, and having the mentality of “let’s see if there is a better way to do this” are key attributes of a Chief Operating Officer of a company. Recently, our COO Edgar Collado was a guest on The COO Roundtable podcast by PFI Advisors hosted by Matt Sonnen.  Edgar spoke about Tobias Financial […]

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Sourcing Capital for Your Business – Tuesday, September 13th, 2022, ONLINE

Our COO Edgar Collado will be leading a workshop “Sourcing Capital for Your Business” for The Lauderhill CRA Small Business Academy on September 13th at 6:00 P.M. EDT. During the workshop facilitated by SCORE, Edgar will offer his thoughts on bank lending, venture and angel capital, alternative financial strategies, and private investors. It is an […]

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How to Keep Your Business Compliant with Government Regulations

As a business owner, you have a lot on your mind. Keeping the everyday details of your business humming along, while also looking ahead to avoid pitfalls and grow at a steady pace, can be a balancing act. According to a U.S. Trust report, one of the top five worries for all business owners is […]

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Business Insurance & Tax Tips

Business Insurance & Tax Tips The rule of thumb when it comes to getting a clear picture and strategy for your business’ taxes is to meet with your tax professional to discuss the details of your particular set of circumstances. However, you might find yourself asking some basic questions on what you can deduct or […]

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Preparing For Success After You Sell Your Business

Preparing For Success After You Sell Your Business You’ve worked hard to build a business that makes you proud. In many ways, your identity has been wrapped up in this brand, but now it’s time to move on. Looking ahead to the days after you sell is an important step in preparing for a successful […]

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Why Your Business Plan Shouldn’t be Your Retirement Plan

Considering how much time and resources you pour into your business, it’s natural to believe your investment in it will also roll into your future retirement. However, leaning solely on your business as a source for your retirement funds has big risks — even for businesses that have consistent and significant growth each year. Let […]

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