Moving your business forward
How to keep business goals on track and build toward a successful future
Tools to help you and your business
Whether you're getting your business back on track or are ready to grow again, we've got resources and solutions to help improve your financial well-being as you work toward your business goals.
Assess your business needs
Use this online tool to get your personalized report to explore best practices for helping protect your business, your employees, and your lifestyle.
Businesses that can understand shifts in consumer behavior and quickly respond—or even anticipate them—may find it easier to reimagine a long-term business strategy that endures.
From cash reserves to financial professionals, here are key ideas to help your business not only navigate the current crisis but also build on your strengths for the long term.
From remote work to recordkeeping, here’s how small businesses say they’ve changed their operations in the pandemic—maybe for good, because they like the results.
Lessons learned in the pandemic to carry forward
Business owners, particularly those subject to the federal estate tax, may want to consider accelerating any plans for transfers of company shares. While values are down, the value of a gift of shares to a family member can be completed using less of the donor’s lifetime exemption amount and making more efficient use of annual gift tax exclusions. Similarly, business owners wishing to award shares to a key employee, potentially for succession planning purposes, can do so at a lower income tax cost to the employee.
If you have 3-100 employees, this benchmarking tool can show you the benefits that organizations similar to yours (industry and region) are offering.
You may have concerns about recruiting, retaining and rewarding key employees. Or, perhaps you’re starting to plan for exiting your business. We can help you identify and plan for these and other business goals using this needs assessment tool.
Find a financial professional in your area.
Get help planning for the long-term stability and growth of your business.Find a financial professional
The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.
Insurance products issued by Principal National Life Insurance Co (except in NY) and Principal Life Insurance Co. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., 800-247-1737, member SIPC and/or independent broker/-dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392.