Ideas for entrepreneurs and small business owners

Running a business isn’t for the faint of heart

It takes time, money and commitment to high quality product and client services. While you are focused on running your business, Mesirow can help provide insights into how financial planning components such as ownership, retirement savings and succession planning play a role to the long-term success of your business. 

The articles below offer more insights into this topic.

Managing your 401(k) plan

Small business interior

A 401(k) plan is often a key benefit for attracting and retaining employees, but managing a plan can be challenging for small business owners. Mesirow and a Third Party Administrator (TPA) can help shoulder some of that administrative burden.

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Maximize tax reduction & deferral

Small business office

At Mesirow, we work with business owners like you to help maximize retirement savings, minimize taxes, and maintain the flexibility required to productively run your business by implementing custom retirement plan strategies.

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3 tips for business owners

Small business open sign

Most small business owners’ planning strategies are centered around the success and growth of the business. The three most commonly overlooked planning concepts involve ownership, retirement savings, and succession planning.

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Interested in information about other topics?

Charitable giving
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Education
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Estate planning
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Retirement planning
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Investment basics
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Life events
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Planning and advice
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Retirement lifestyle
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Small business owners
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Tax-advantaged investing
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Wealth advisory services offered by Mesirow Financial Investment Management, Inc., an SEC-Registered Investment Advisor. Securities offered through Mesirow Financial, Inc., member FINRA, SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.’s Part 2A of the Form ADV. Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc.