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  • Fran Lane and Jeff Sloan
    300 Conshohocken State Rd Ste 400 Conshohocken, PA 19428 O: +1.215.854.1520 F: +1.267.519.1510
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Fran Lane and Jeffrey Sloan

Raymond James, Alex. BrownRaymond James, Alex. Brown
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Grow your entrepreneurial portfolio
How to find a new business venture.
Business Ownership
Cash balance plans: A gamechanger for high-income business owners
How you can boost retirement savings and slash your tax liability.
Business Ownership
Read
Read
Life insurance as a business tool
How you can use a policy for executive benefits and succession planning.
Business Ownership
Selling your business to those who helped you build it

How an employee stock ownership plan offers a tax-advantaged path to succession

Business Ownership
AI guardrails for business owners

A short checklist for using generative AI at work

Business Ownership
Read
Protecting your business with insurance

A review of business liability insurance options

Business Ownership
Read
What is Qualified Small Business Stock?
Explore a tax exemption designed to reward emerging businesses and their investors
Business Ownership
Read
Four ways to teach your kids about business

Set them up for professional – and personal – success. 

Business Ownership
Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
Enhance your corporate giving strategy with a donor advised fund
Consider the benefits of an uncomplicated, tax-savvy way to give back.
Business Ownership
Embracing sustainability may benefit business
Explore tips for going green in the workplace.
Business Ownership
Always here for you

Fran Lane and Jeffrey Sloan

Raymond James, Alex. BrownRaymond James, Alex. Brown
  • 300 Conshohocken State Rd Ste 400 Conshohocken, PA 19428
  • O +1.215.854.1520
  • F +1.267.519.1510
  • Map & Directions
  • Map & Directions

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