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  • Grass Valley, CA-8NB
    Grass Valley, CA 426 Sutton Way, Suite 110 Grass Valley, CA 95945 O: 530.272.7500 F: 530.272.5900
    Map and Directions Map and Directions
  • Auburn, CA-8NB01
    Auburn, CA 128 East Street Auburn, CA 95603 O: 530.823.7511 O: 916.784.8080
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9 key questions for an effective family business transition
Want family to follow your professional footsteps? A successful succession strategy could start with these 9 questions:
Business Ownership
Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
Business Ownership
Read
Read
Reduce risk in your hiring process by reimagining it
Overcome the limitations of interviews and strengthen your support of new hires.
Business Ownership
To mitigate risk, separate your personal and business assets
Approach your insurance coverage and your company’s legal structure thoughtfully to help distance your personal assets from your business’s.
Business Ownership
Grow your entrepreneurial portfolio
How to find a new business venture.
Business Ownership
Read
Cash balance plans: A game-changer for high-income business owners
How you can boost retirement savings and slash your tax liability.
Business Ownership
Read
Life insurance as a business tool
How you can use a policy for executive benefits and succession planning.
Business Ownership
Read
Key person insurance protects your business from a difficult loss
Key person insurance can protect revenues and bolster employee retention.
Business Ownership
Embracing sustainability may benefit business
Explore tips for going green in the workplace.
Business Ownership
Four ways to teach your kids about business

Set them up for professional – and personal – success. 

Business Ownership
Enhance your corporate giving strategy with a donor advised fund
Consider the benefits of an uncomplicated, tax-savvy way to give back.
Business Ownership
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Owens Estate & Wealth Strategies GroupOwens Estate & Wealth Strategies Group
  • Grass Valley, CA-8NB: Grass Valley, CA 426 Sutton Way, Suite 110 Grass Valley, CA 95945
  • O: 530.272.7500
  • F: 530.272.5900
  • Map & Directions
  • Map & Directions
  • Auburn, CA-8NB01: Auburn, CA 128 East Street Auburn, CA 95603
  • O: 530.823.7511
  • O: 916.784.8080
  • Map & Directions
  • Map & Directions

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