A Fair Family Transition
Recently I worked with a client who was very active in their business and had no intention of leaving anytime soon. They were not interested in selling the business to a third party; instead, they wanted to pass it along to their child who worked in the business. Their child was very active in the…Read More
What are you aiming for?
We get so caught up in running our business we forget to take a step back and look at the bigger picture. For many businesses the thought of annual planning conjures up images of long drawn out meetings, complicated analysis and elaborate planning. It doesn’t have to be complicated, but it does take time and…Read More
Planning for the Unexpected
Did you know that 50% of businesses will transition unexpectedly? No one ever expects bad things to happen, but they do. In business, we often refer to the factors as the 5 D’s: death, divorce, disability, disagreement and disaster. These are the things none of us want to think about but any of these can…Read More