Due Diligence Tips for Buying a Business – Part II

In following the story about Leonard and Sylvia here are some tips on assets that may save you disappointment after the deal is done. ASSETS Cash: • Cash is generally not included in the sale.  However, cash accounts should be reviewed for large and unusual transactions in the period preceding the deal. Accounts receivable: • Obtain and …

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Are Your 401(k) Participants on Track to Meet their Retirement Goals?

As a plan administrator, it is good practice to take a proactive approach and evaluate whether or not your participants are being properly educated on how they can stay on track to meet their retirement goals. A recent article on usnews.com (http://money.usnews.com/money/blogs/the-smarter-mutual-fund-investor/2010/11/16/5-mistakes-you-may-be-making-in-your-401k) discussed some common mistakes people make in their 401(k) plans that hinder their …

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