XPX - Charlotte - Exit Planning Exchange’s Post

Everyone wants good health for their mind and body, but how about for your #business? There are many similarities between getting a physical checkup and conducting a thorough check of your #practice. We share five vital steps to get you started. https://ow.ly/nAf350R4lMu

From drawings to dividends, managing your equity is crucial for your business health. Know the basics, stay ahead! 📊💼 #Finance101 #BusinessManagement #EquityInsights

Self-funding doesn't have to mean increased risk. With a conservative approach, you can harness the benefits of self-funded plans while safeguarding your organization's financial health. Gain valuable insights into your healthcare spend, tailor plans to your employees' needs, and maintain control over costs—without sacrificing peace of mind. Interested in learning more about implementing this strategy for your organization? Connect with us on LinkedIn to discuss how a conservative self-funding approach could optimize your employee benefits while effectively managing risk. #SelfFunding #EmployeeBenefits #RiskManagement #HealthcareCosts

Is it time for a portfolio review? As healthcare executives, you know the importance of preventative care. How many health problems could have been a non-issue if caught early or avoided altogether through healthy living? The same principle applies to your investments. Life changes, and so do your financial goals. 𝗥𝗲𝗴𝘂𝗹𝗮𝗿 𝗿𝗲𝘃𝗶𝗲𝘄𝘀 𝗲𝗻𝘀𝘂𝗿𝗲 𝘆𝗼𝘂𝗿 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗿𝗲𝗺𝗮𝗶𝗻𝘀 𝗮𝗹𝗶𝗴𝗻𝗲𝗱 𝘄𝗶𝘁𝗵 𝘆𝗼𝘂𝗿 𝗲𝘃𝗼𝗹𝘃𝗶𝗻𝗴 𝗼𝗯𝗷𝗲𝗰𝘁𝗶𝘃𝗲𝘀. Rebalancing your portfolio periodically can help maintain your desired risk level and improve long-term performance by 𝗯𝘂𝘆𝗶𝗻𝗴 𝗹𝗼𝘄 𝗮𝗻𝗱 𝘀𝗲𝗹𝗹𝗶𝗻𝗴 𝗵𝗶𝗴𝗵. Just pick an approach and follow it – take all the emotion out of it. Regular reviews can uncover new opportunities and ensure you're taking advantage of all available tax benefits and strategic adjustments. But how? 𝗦𝗲𝘁 𝗮 𝗿𝗲𝗺𝗶𝗻𝗱𝗲𝗿 to review your portfolio quarterly or annually. Yes, annual is fine. Maybe best. Ensure your asset allocation matches your 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗴𝗼𝗮𝗹𝘀. Adjust your investments to maintain your 𝘁𝗮𝗿𝗴𝗲𝘁 𝗮𝘀𝘀𝗲𝘁 𝗮𝗹𝗹𝗼𝗰𝗮𝘁𝗶𝗼𝗻. 𝗪𝗼𝗿𝗸 𝘄𝗶𝘁𝗵 𝗮 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿 to make informed decisions and optimize your strategy. Just like regular health check-ups, portfolio reviews are essential for maintaining financial health and achieving your long-term goals. When was your last portfolio review?

Big news! Core Financial (previously FitCFO) has a fresh new look, but our support, guidance and dedication to your health & wellness business remains unwavering. Join us as we continue to provide top-tier financial expertise and support. Cheers to the future! Questions? Comment, DM or visit our website! . #FitCFO #CoreFinancialPros #NewLook #GlowUp #BusinessAdvisory #FinancialStrategy #ExperienceTheDifference

A robust financial foundation is the cornerstone of a successful business. Our comprehensive Financial Wellness Report offers a deep dive into your business's financial health, uncovering hidden opportunities, and charting a strategic path forward. Read the full article to learn more about the importance of a Financial Wellness Report and how it can help your business achieve financial success. #FinancialWellnes #BusinessGrowth #FinancialAnalysis #StrategicPlanning #FinancialSuccess #FinancialAdvisory #BankersKlub

Here's the perfect solution for promoters and business owners to evaluate their company’s financial stability with actionable insights. The best part of it is the bouquet of tailored short, mid and long term recommendations for improving financial health and achieving growth. And last but not the least, you can compare your financial metrics against industry standards, identify and mitigate potential financial risks, and ensure stability.

How can you effectively measure the success of your health benefits? We’ve cracked the code for you. Check out Fidelity’s latest article, providing a strategic framework to help unlock your benefits ROI.

How can you effectively measure the success of your health benefits? We’ve cracked the code for you. Check out Fidelity’s latest article, providing a strategic framework to help unlock your benefits ROI.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here: