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  • Zebulon, GA
    9840 U.S. Highway 19 North, P.O. Box 352 Zebulon, GA 30295-3176 T: 470.745.5030 F: 470.745.5032
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  • Columbus, GA
    2900 Warm Springs Road Columbus, GA 31904 T: 706.571.2100 F: 706.571.2359
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Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
Setting your team up for success in retirement
Offering a retirement plan to employees benefits both you and them.
Business Ownership
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Succession planning: Dos and Don’ts
Every entrepreneur should have a succession plan, even early-stage founders. Here are some dos and don’ts of succession planning in this phase.
Business Ownership
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity
The triumphs and pitfalls of franchising
Business ownership can be one of the most rewarding career endeavors you pursue, both financially and personally. B...
Business Ownership
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Making a nonfamily successor the head of the family business
Setting expectations and redefining roles can ease a leadership transition.
Business Ownership
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6 questions to ask your CPA

For business owners, effective tax planning involves understanding the current tax rates and rules and using them in a way that best suits your specific situation. Asking these questions can help you maximize tax efficiency today and prepare for potential changes .

Business Ownership
Read
Leveraging your digital presence for business growth
How to harness the power of your online footprint to engage current and prospective customers.
Business Ownership
You've inherited a business. Now what?
It’s a financial and emotional journey. Here’s where to start.
Business Ownership
Should you franchise your business?
Learn what makes a good franchisor and how to get started.
Business Ownership
Why 15 minutes of mentorship has game-changing potential
75% of executives say mentoring has been critical to their career development.
Business Ownership

Plainspoken advice for life’s financial complexities

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Wealth Intelligence

Wealth IntelligenceWealth Intelligence
  • 9840 U.S. Highway 19 North, P.O. Box 352 Zebulon, GA 30295-3176
  • 470.745.5030
  • 470.745.5032
  • Map & Directions
  • Map & Directions
  • 2900 Warm Springs Road Columbus, GA 31904
  • 706.571.2100
  • 706.571.2359
  • Map & Directions
  • Map & Directions

This website Wealth Intelligence (this "Website") is owned and operated by Wealth Intelligence (Wealth Intel). Wealth Intelligence offers investment advisory services and is registered with the U.S. Securities and Exchange Commission ("SEC"). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Wealth Intelligence as of the date hereof, which are subject to change without notice at any time. Wealth Intelligence does not represent that any opinion or projection will be realized. Neither Wealth Intelligence nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.

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