For restaurant industry executives, owners, multi-unit operators, general managers, or senior leaders, approaching retirement in your late 50s or early 60s is a pivotal moment. Here’s a checklist to get you started.

For restaurant owners, cash flow, not profit, is what keeps the doors open. There’s no better time to get intentional about CASH FLOW than in Q1. The rush of the holidays is over, tax season is approaching, and the year ahead is still flexible enough to influence.

Restaurant owners should review 6 key financial areas in January: (1) last year's true profitability, (2) owner pay and cash flow stability, (3) tax strategy and estimated payments, (4) debt and interest exposure, (5) risk management and insurance coverage, and (6) long term personal financial goals including retirement and exit planning.

Discover the 5 most common financial blind spots restaurant owners face. CFP ® in Celebration FL serving Florida restaurant industry professionals.