Topics and Events
Why Should I Know / Score My Company’s Dependence on Me?
A majority of private businesses are highly dependent upon an owner’s individual efforts in order to run efficiently. However, many owners want to be more independent of their businesses. Most owners also understand that if they are a critical part of each major...
A Time To Reap, A Time to Sow
Life and business are both like the harvests in that they run in seasons. And from this truism comes the saying that “there is a time to reap and there is a time to sow”. Harvests are most successful when the seeds and growth have occurred at the right time and the...
Eight (8) Reasons to Plan Your Exit in 2016
With each New Year comes thoughts of new beginnings and resolutions. For businesses, this also comes with planning for the year ahead. This newsletter is written for business owners who run their own companies and have the majority of their personal net worth tied...
Retaining Key Employees As Part of Your Growth and Transition Plans (Part II of II)
Management is the lifeblood of many privately-held businesses. And, owners who are planning for the future want to retain and reward these key managers. These owners will often turn to planning programs and structures that favor these key individuals. In this 2nd...
Retaining Key Employees As Part of Your Growth and Transition Plans (Part I of II)
Business owners who are thinking about an eventual transition out of their companies will often consider whether or not their internal management team will, one day, be able to take over the business. What most owners eventually conclude, regarding their key people,...