Alterra Advisors

Do I Need Life Insurance?

Who depends on you? Family, employees, charitable organizations? How would they be provided for if you died and your income stopped? Life insurance is a way to transfer this risk to an insurance company. Here’s a simple breakdown of the types and applications of life insurance.

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Buy-Sell Agreements in Business Succession Planning

For businesses with multiple owners, proper succession planning is key. Selling your stake and sailing off into retirement is the dream, but a complete plan must account for the unexpected death or disability of an owner. Here’s what to know about Buy-Sell Agreements.

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Avoid These 5 Pitfalls When Selling Your Business

Few will ever go through the process of selling a business. Here are five pitfalls to avoid if you happen to be one of the lucky ones who have the opportunity to sell!

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The Mega Backdoor Roth Solo 401(k) for Solopreneurs

The Mega Backdoor Roth 401(k) has typically been reserved for select Fortune 500 companies. Here’s how you – the Solopreneur – can access this little known strategy!

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6 Things that Affect the Value of Your Business – Guest Blog

If you are like most business owners, the bulk of your wealth is the value of your business, and at some point you want retire and harvest the value you have built. The majority of small to medium sized business owners only sell once, so the odds say this will be your first time selling a business. So what should you pay attention to? Here are six things with the biggest impact on the value and salability of your business.

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