For Business Owners

Business owners must constantly evaluate a wide range of options when looking to grow their companies, select benefit packages, and have a profitable exit strategy. It can be especially challenging to seamlessly weave together business and personal finances to achieve important goals. The following are useful resources for business owners:


Having a firm grasp of key financial ratios and how your business might be valued is essential to long-term success. Check out these calculators to see how where your business stands.

View the Calculators here.

Books and Courses

Practice Management, Bryn Mawr, PA: The American College, 2011, co-authored with Gerald Herbison, PhD, MSM, CLU, ChFC.


Feature Articles

New Research: Women Business Owners, Wealth Channel Magazine, Spring 2012.

Strengthening the Retirement Planning Bridge, Helping the Financial Services Industry Meet the Needs of Women Business Owners, with Jill McCullough, DMA, CFPÒ, LIMRA Market Facts Quarterly, Number 2, 2012.

Research Reports

Women Business Owners and Retirement Planning, with Jill McCullough, DMA, CFPÒ, The American College, 2012.

Media Interviews and Quotes

Why Retirement Should Be a Top Priority for Female Business Owners, by Julie Bawden-Davis, American Express Open Forum, March 22, 2012.

Survey Finds Small Business Owners Clueless about Retirement, Fox Business, March 14, 2012.

Small Business Owners Lack Retirement Planning, by Laura Petrecca, USA Today and ABC News, March 2, 2012.

Small Biz Owners Not Prepared for Retirement, by Michael Cohn, Accounting Today, February 29, 2012.

Small-Business Owners Not Prepared for Retirement, Study Shows, by Maggie Shader, Consumer Reports February 28, 2012.

Out with Command and Control Leadership, by Jan Jaben-Elton, Womenetics, December 13, 2011.

Other Recommended Resources

The U.S. Small Business Administration

National Association of Women Business Owners

The U.S. Small Business Administration (SBA), Office of Women’s Business Ownership

National Federation of Independent Business

National Small Business Association


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