Taking Fate into Your Own Hands Business owners are used to having control. But some things are uncontrollable, and without a plan, those uncontrollable things can create negative consequences that … Read More
Tax Cuts & Jobs Act of 2017 Soon to Expire Nobody is talking about the fact that the tax provisions in the Tax Cuts & Jobs Act of 2017 are … Read More
Business Leader Loneliness and the Antidote of Peer Forums by Brad Lee I vividly remember driving to my first peer forum meeting, thinking, “I don’t have time for this! What … Read More
Everyone but the Owner is Ready for Retirement Many successful business owners (and their families) look forward to retirement. After years of hard work, retirement allows business owners to kick … Read More
Building an Advisor Team Just like every business is unique, so are the plans owners have for transitioning out of business. Their financial and values-based goals, the desired exit path, … Read More
Planning a Successful Exit We understand that business owners are so busy addressing today’s economic challenges that they can overlook the critical task of Exit Planning. We also understand that, … Read More
