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Gifts Business Owners Should Give to Themselves

December 11, 2012

Treat yourself right!  Here are six “presents” business owners need to get for themselves:


  1. Insurance and risk comprehensive review
  2. System review for process controls and fraud prevention
  3. Tax diagnostic analysis
  4. Personal financial and estate plan
  5. Exit, succession or transition plan analysis
  6. A buy-sell agreement if partners or a business continuation plan if no partners exist


If you want to really treat yourself to a valuable gift, call your accountant or give me a call.  Use my cell: 732 890-3344.  I will match you up with the right people at WS+B.  Thank you.  Ed Mendlowitz

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