4 Reasons Why Planning for a Successful Future Isn’t DIY
This article explains why planning for a successful business future isn’t a do-it-yourself project for business owners. Read More
3 Value Drivers You Can Start Installing Right Now
This article presents three Value Drivers business owners can begin installing right now, along with what they need to properly install them as they build business value. Read More
Love Can’t Be Blind: Preparing for a Business Transfer to Children or Insiders
This article offers three things business owners should consider if they intend to pass their businesses to their children or insiders. Read More
Becoming More Recession Resistant Through Planning
This article provides three strategies for business owners that can help them become more recession resistant while planning for a successful business future. Read More
Addressing Apathy Among Managers and Key Employees
This article discusses ways to identify the causes of apathy among important employees, along with suggestions business owners can use to address them. Read More
Planning Your Exit Strategy
When should you start planning your exit strategy? If you’re a business owner, your exit path should already be on your mind, no matter how far away it might be.
You’re Never Too Old to Succeed
Occasionally, successful business owners will say to themselves and their advisors, “I’m too old to start a multi-year plan for my future.” In many respects, this mindset is similar to saying, “I’m too old to succeed,” which is preposterous! Read More
Getting Good at What You’re Bad at
This article uses a fictional but representative account to show the consequences of calling on experts to supplement a business owner’s strengths.
Is This Plan Right for You?
This article explains the process of planning for a successful future in ways that pursue a business owner’s long-term goals. Read More
Breaking Down the Basics of ISOs
Companies have several tools they can deploy in order to retain top talent, and one that is gaining traction is incentive stock options, or ISOs. Much like non-qualified stock options (NSOs), ISOs are a form of equity compensation in private or public companies.
Life Insurance Strategies for Business Owners
Entrepreneur and political figure Andrew Yang drew an important analogy between parenting and owning a business: “If you knew what it entailed you might not get started. But you’re glad you did.” Like parenting, owning a business involves sleepless nights, cold meals and an unbelievable amo …
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Business Succession Planning Checklist
You remember your first day of business. But what about your last day? Succession planning is more complex than it may seem. Our guide walks you through the details.
