Minnesota’s Paid Family and Medical Leave (PFML) program is officially going live on January 1, 2026, and the time to prepare is now. This statewide program will provide paid leave benefits to eligible workers who need time away for medical or family-related reasons—offering meaningful support…
As 2025 winds down, we’re reflecting on a year that rewarded composure and long-term thinking. What began with tension in global trade and talk of inflationary headwinds ended as a story of resilience and opportunity. Despite April’s brief tariff scares, the S&P 500 notched a…
Protecting Your Wealth from Modern Financial Fraud Investment scams have become one of the fastest-growing financial threats facing individuals and businesses today. According to the FBI’s 2024 Internet Crime Report, investment fraud losses reached $5.6 billion — a 22% increase over the previous year. Losses…
Selling your business may be one of the most important financial events of your life. It represents years, often decades, of hard work, innovation, and leadership. But even for successful business owners, navigating a sale can feel overwhelming. How much is your company really worth?…
When it comes to preserving wealth and securing your family’s financial future, life insurance often plays an underestimated role. For many families, it’s not just about providing income replacement, it’s about protecting a legacy, ensuring business continuity, and creating long-term financial flexibility. Why Life Insurance…
For many families, giving back is more than just writing a check, it’s about making a lasting impact while teaching the next generation the importance of purpose and gratitude. But when giving is aligned with your financial goals and long-term legacy, it can become even…
As the year winds down, it’s a smart time to take stock, not just of where you’ve been, but of where you want to go in the year ahead. Whether you’ve experienced big life changes in 2025 or simply want to tighten up your finances, there…
We’ve all seen it: someone who seems to be doing well in their 30s or 40s, only to find they’re struggling financially later in life. We might wonder what went wrong. In some cases, unexpected life events like a health crisis or job loss can…
Minnesota Secure Choice: Understanding Your Business’s Retirement Plan Mandate As a Minnesota business leader, you’ve likely heard about the new Minnesota Secure Choice Retirement Program. This new law is a significant development, and it’s important to understand how it impacts your business and your employees….
A Lesson That Sparked My Passion for Money When I was a kid, my dad taught me something that stuck for life. One afternoon, he showed me how you could “own” part of a company by buying its stock. I remember watching the numbers change…
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Anika: Corporate Risk Management and Enhanced Value
Anika is the CFO of a corporation and is researching CPA relationships that can offer more resources as the company scales up. Needs include business risk management as well as individual services for the primary shareholders. Anika wants advisors, not just compliance services. At this business stage, we recommend:
Audited, Reviewed & Compiled Financial Statements
Employee 401(k) Audits
Customized Agreed-upon Procedures
Family-owned & Privately Held Business Tax Planning
Individual Tax Services
Corporate & Partnership Tax Planning
Tax Credits & Incentives
Outsourced CFO Services
Financial KPI Dashboards & Advisory
Cash Flow Analysis
Bookkeeping & Accounting Services
Online Bill Management & Invoice Management
Business Valuations & Due Diligence
Valuations for Financial Reporting
Mergers & Acquisitions Consulting
Business Succession Planning Gift & Trust Planning
Gift & Trust Planning
Estate Planning Services
Financial Planning
Individual & Business Investments
Retirement Planning
Employee 401(k) Plan Administrative Services
Risk Management & Insurance Options
* Wealth Management services offered by DSB Rock Island Wealth Management, LLC. Securities offered through LPL Financial, Member FINRA/SIPC . Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group, DSB Rock Island Wealth Management, and DSB Rock Island are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Howard: Corporate Risk Management and Enhanced Value
Howard is the owner of a third-generation family business that involves real estate development. He is highly active in his community and relies on his CFO for daily operations. He is not sure to what extent his adult children will take over the business in the future, and he needs proactive planning and tax mitigation to sustain high business value. At this business and life stage, we recommend:
Audited, Reviewed & Compiled Financial Statements
Employee 401(k) Audits
Customized Agreed-upon Procedures
Family-owned & Privately Held Business Tax Planning
Individual Tax Services
Corporate & Partnership Tax Planning
Tax Credits & Incentives
Outsourced CFO Services
Financial KPI Dashboards & Advisory
Cash Flow Analysis
Bookkeeping & Accounting Services
Online Bill Management & Invoice Management
Business Valuations & Due Diligence
Valuations for Financial Reporting
Mergers & Acquisitions Consulting
Business Succession Planning Gift & Trust Planning
Gift & Trust Planning
Estate Planning Services
Financial Planning
Individual & Business Investments
Retirement Planning
Employee 401(k) Plan Administrative Services
Risk Management & Insurance Options
* Wealth Management services offered by DSB Rock Island Wealth Management, LLC. Securities offered through LPL Financial, Member FINRA/SIPC . Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group, DSB Rock Island Wealth Management, and DSB Rock Island are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Jacob: Corporate Risk Management and Enhanced Value
Jacob owns a growing small business without a full-time HR function. He is ready to provide retirement benefits to attract and retain employees. His advisor needs to make the employee benefits process easy and informative while also looking out for Jacob’s personal financial planning and retirement. At this business and life stage, we recommend:
Audited, Reviewed & Compiled Financial Statements
Employee 401(k) Audits
Customized Agreed-upon Procedures
Family-owned & Privately Held Business Tax Planning
Individual Tax Services
Corporate & Partnership Tax Planning
Tax Credits & Incentives
Outsourced CFO Services
Financial KPI Dashboards & Advisory
Cash Flow Analysis
Bookkeeping & Accounting Services
Online Bill Management & Invoice Management
Business Valuations & Due Diligence
Valuations for Financial Reporting
Mergers & Acquisitions Consulting
Business Succession Planning Gift & Trust Planning
Gift & Trust Planning
Estate Planning Services
Financial Planning
Individual & Business Investments
Retirement Planning
Employee 401(k) Plan Administrative Services
Risk Management & Insurance Options
* Wealth Management services offered by DSB Rock Island Wealth Management, LLC. Securities offered through LPL Financial, Member FINRA/SIPC . Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group, DSB Rock Island Wealth Management, and DSB Rock Island are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Radhika: Corporate Risk Management and Enhanced Value
Radhika is a successful franchisee who owns three stores and wants to double that with the help of her management team and outside advisors. She is building a financial legacy for her family while also helping her community. She has a strong development playbook, but she needs her advisor to proactively advise on taxation, due diligence and risk management. At this business and life stage, we recommend:
Audited, Reviewed & Compiled Financial Statements
Employee 401(k) Audits
Customized Agreed-upon Procedures
Family-owned & Privately Held Business Tax Planning
Individual Tax Services
Corporate & Partnership Tax Planning
Tax Credits & Incentives
Outsourced CFO Services
Financial KPI Dashboards & Advisory
Cash Flow Analysis
Bookkeeping & Accounting Services
Online Bill Management & Invoice Management
Business Valuations & Due Diligence
Valuations for Financial Reporting
Mergers & Acquisitions Consulting
Business Succession Planning Gift & Trust Planning
Gift & Trust Planning
Estate Planning Services
Financial Planning
Individual & Business Investments
Retirement Planning
Employee 401(k) Plan Administrative Services
Risk Management & Insurance Options
* Wealth Management services offered by DSB Rock Island Wealth Management, LLC. Securities offered through LPL Financial, Member FINRA/SIPC . Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group, DSB Rock Island Wealth Management, and DSB Rock Island are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Tony: Corporate Risk Management and Enhanced Value
Tony has built a large franchise and is ready to transition or sell his stores. After that, he may become a franchisor of another enterprise or a franchise consultant. He wants a turnkey management approach with less day-to-day oversight while also growing his wealth through smart investments. At this business and life stage, we recommend:
Audited, Reviewed & Compiled Financial Statements
Employee 401(k) Audits
Customized Agreed-upon Procedures
Family-owned & Privately Held Business Tax Planning
Individual Tax Services
Corporate & Partnership Tax Planning
Tax Credits & Incentives
Outsourced CFO Services
Financial KPI Dashboards & Advisory
Cash Flow Analysis
Bookkeeping & Accounting Services
Online Bill Management & Invoice Management
Business Valuations & Due Diligence
Valuations for Financial Reporting
Mergers & Acquisitions Consulting
Business Succession Planning Gift & Trust Planning
Gift & Trust Planning
Estate Planning Services
Financial Planning
Individual & Business Investments
Retirement Planning
Employee 401(k) Plan Administrative Services
Risk Management & Insurance Options
* Wealth Management services offered by DSB Rock Island Wealth Management, LLC. Securities offered through LPL Financial, Member FINRA/SIPC . Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group, DSB Rock Island Wealth Management, and DSB Rock Island are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
