Oct 7, 2020
Blog

Financial Ratios Tell a Story; What’s Yours?

Financial ratios can be used to predict future business performance. How are you using yours?
Sep 23, 2020
Blog

Business Risk: What Is It & How Do I Reduce It?

Business risk has many different faces and can be unpredictable. Is your business at risk? Read on to find out.
Sep 9, 2020
Blog

Cash Flow: Tips for Improvement

What do you really know about cash flow?
Aug 5, 2020
Blog

Coronavirus: Valuing Your Business During Uncertain Times

How will the current state of the economy and its aftereffects impact the value of your business? Read on to find out.
Author
Feb 18, 2020
Blog

Exit Planning Options Every Business Owner Over 50 Should Know

One of the best things you can do is to ditch the cookie-cutter exit plans and design an option that addresses your unique goals.
Author
Sep 18, 2019
Blog

Five Ways To Turn Your Business Into Cold, Hard Cash

Wondering how to monetize your biggest investment? Let us count the ways ...
Author
Apr 10, 2019
Blog

What Will Your Legacy Look Like?

Leaving behind your ideal legacy takes solid succession planning. Find out your next steps to developing an exit plan that works for you.
 
Jun 1, 2021
Podcast

Episode 285: Is A Smooth Ownership Transition Even Possible?

Wondering if you have succession planning options? Yes! Yes you do!
 
Jan 12, 2021
Podcast

Episode 265: How The Election & Pandemic Will Impact Your Estate Planning

Current events can certainly impact the effectiveness of your estate planning efforts. Find out more now.
 
Oct 7, 2019
Podcast

Episode 205: What Is An ESOP & How Does It Work?

Sooner or later you'll have to start thinking about trading your business in for retirement. Could an ESOP be part of this thought process?