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Publications,
Insights & News

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Preparing For a Business Valuation: A Guide For Small Business Owners

Whether you’re selling your business, purchasing another or somewhere in between, a business valuation is the first step to determining the value of a business. Preparing for a business valuation isn’t complicated, but the calculations to determine the value of a business can be. This guide will help you prepare for a business valuation by exploring valuation options and the additional steps required to receive an accurate price. Let’s start by looking at the different evaluation methods.

Investment Insights Naturopaths
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2021 Is Halfway Over: How to Conduct a Mid-Year Financial Checkup

Summer is finally in full swing, meaning we’re already about halfway through 2021. After a year like no other, we’re all excited to enjoy the warm weather with friends and family. If you have some time over the coming weeks, take a moment to slow down and check up on your financial wellbeing. Here are six things you can do right away to make sure your goals are being met and your finances are in good shape before heading into the second half of 2021.

Investment Retirement Funding Insights Naturopaths
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Should You Incorporate Your Business? Weigh These Pros & Cons First

If you’ve been considering incorporating your business in Canada, it’s important that you consider the pros and cons first. You’ll also want to make sure that if you do decide to incorporate your business, you’re choosing the right time to do so. Below are several important factors regarding incorporation that could affect your future liability, tax obligations and ability to transfer your business.

Investment Insights Naturopaths
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You Want to Offer a 401(k) For Your Employees. As a Small Business Owner, These Are the 3 Next Steps to Take

When it comes to attracting top candidates and improving retention, offering certain advantages such as a 401(k) plan can be an effective move. But as a small business owner, you may have shied away from such benefits due to logistical and financial concerns. If you’re thinking about offering a plan for your employees, get started with these three steps.

Investment Retirement Funding Insights Naturopaths
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For Better or For Worse, COVID-19 Has Upended the Healthcare Industry. What Changes Could We Be Seeing in 2021?

Virtually all industries have been forced to adapt to protocols determined in response to COVID-19 - but it’s safe to say none has likely been more strained and more quickly revolutionized than the healthcare industry. Naturopathic doctors have altered the way they interact with patients and manage their practice. Even once the pandemic is over, everlasting changes in the United States healthcare system may likely remain. Here’s what we could expect to see changing in the healthcare industry in 2021 and beyond.

Insights Naturopaths
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Are you an ND? Then These 5 Things Should Factor Most When Creating Your Financial Plan

Medical professionals spend their lives caring for others, but that doesn’t mean their own financial well-being should be left on the back-burner. From the moment a doctor earns his or her ND to the day they hang up their white coat for good, medical professionals face unique financial hurdles, dilemmas and questions. Here are five key components every medical professional should consider when putting together their financial plan.

Naturopaths
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4 Creative Ways to Reduce Business Expenses During Coronavirus

In the era of COVID-19, the consumer market has been anything but normal, causing many practices to scramble in response. Even as time has progressed, a survey of CFOs indicated that the financial impacts of coronavirus have consistently been a top concern.1 If your practice needs to contain costs in order to achieve financial stability - during a time of extreme instability - these four strategies can be used to help consolidate your spending and protect the longevity of your business.

Insights Naturopaths
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You've Taken a Financial Hit During COVID-19. Use These 5 Techniques to Overcome Financial Stress

Beginning in February and March 2020, America, Canada and Europe locked down cities, closed businesses and halted travel amidst the onset of COVID-19. Six months later, we’re still experiencing the pandemic’s global impact in our communities. A record number of people have applied for unemployment in America since March, and millions are still left jobless, behind on their bills or struggling to make ends meet. If you and your family have been financially hit during the COVID-19 pandemic, here are a few things you can do to help handle and overcome your financial stress.

Insights Naturopaths
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Implementing a Financial Wellness Program for Your Employees: A Guide

Over half of employees are stressed about their finances.1 As an employee, your career should be a source of financial relief and security—not worry. Ensuring that this rings true for your employees is important to both their satisfaction and performance. There’s a reason why 53 percent of companies have started to offer financial wellness programs.2 Keep reading for a full breakdown of financial wellness programs, as well as how to implement one for your own employees.

Insights Naturopaths
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You Received Unemployment Benefits During COVID-19. What Does That Mean for Your Taxes?

By the end of May 2020, over 20 million Americans claimed unemployment benefits. This payment can be a great relief to many who have found themselves out of work due to COVID-19. Many companies have been forced to lay off workers, while others simply have not been able to operate as a result of health risks, including restaurant and entertainment industry workers. However, unlike the stimulus checks that were a part of the CARES Act, unemployment benefits (state benefits plus the government’s weekly benefit payments) are federally taxable and may also be taxed by your state.2 Rather than facing an unwelcomed tax burden during the 2020 tax season, we go through three options to help you prepare for next tax season.

Insights Naturopaths
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Do's and Don'ts of Managing Your Workforce During a Pandemic

The COVID-19 outbreak is forcing many businesses to alter the way they work. This means many are facing the unprecedented challenge of managing a business through a global pandemic - while keeping their workforce motivated and focused. For business owners questioning whether or not they’re doing right by their employees during these uncertain times, we’ve gathered up a list of important do’s and don’ts to managing your workforce amidst the COVID-19 pandemic.

Insights Naturopaths