The owner of a successful small business
Warren has owned a business for 25 years. He has seen his share of ups and downs and wasn’t sure how things would work out, but now he feels like he’s finally hitting his stride. He still works a lot of hours trying to make sure things run smooth but he doesn’t worry as much as he did in the early days. He hasn’t started his succession plan because he doesn’t think his son is anywhere close to taking the reins yet. He also isn’t sure he’s doing everything he can to save money or save taxes – he feels like every year he’s paying more and more in taxes which eat up most of his extra cash.