Next-level managers are an integral part of planning for a successful future. They can come from inside or outside of the company, and you often have a choice about where… read more →
Your daily responsibilities as a successful business owner can make planning for a successful future seem impossible. But with the right process, you may find that this planning is both… read more →
Incentivizing employees, especially management, to remain with the business after the owner leaves is a critical piece of the Exit Planning puzzle. This white paper will explain why employee incentive… read more →
Reviewing business risks—and the consequences of inaction— with business owners can be the difference between their successful exit from their business and no exit at all. It’s a fact of doing… read more →
Exit Planning for family businesses creates its own set of unique challenges and rewards. While each family’s situation differs, the transfer plans we can design are founded on three basic principles: We… read more →
If business owners want to grow their businesses, it’s practically a given that they must change their roles within the business at some point. Peter Drucker, who is widely considered… read more →
Successful business owners often wrestle with the issue of how to pass wealth to children in a way that legally minimizes their tax bills. This white paper explains how such a… read more →
When you die, how much money do you want to have to pay lawyers to wrangle the complications of your estate? How about the IRS—how much of your life’s work… read more →
One of a business owner’s greatest challenges is to attract, motivate, and keep key employees. Keeping key employees is absolutely critical if the business is to be sold at the… read more →
Owners wishing to sell their businesses to management (i.e., key employees) face two unpleasant facts: Their employees have no money and they cannot borrow a sufficient quantity to cash out… read more →