A focus shot of Chicago’s Willis (or Sears) Tower, which is a huge, black-gray building, with other Chicago architecture along the periphery, including a slice of a red brick building on the left.

Building Business Value: Who’s Responsible and How Do They Do It?

Friday, April 19, 2019

There are people outside the owner responsible for building business value.

Three small, solar-powered windmills set on a long wooden table. The background is blurred, but there are people working at the table.

How to Increase Business Value and Decrease Owner Responsibility

Friday, April 12, 2019

You can help increase business value while taking a weight off your clients’ shoulders.

A paper with a line graph and bar graph on a wooden table with someone’s index finger pointing at it.

The Benefits of Quantifying Resources for Owners and Advisors

Friday, April 5, 2019

Quantifying resources is the best way to figure out what your clients need.

Two women standing in front of a white board discussing what’s on it.

Quantifying Resources Is How to Get Business Owners to Act

Friday, March 29, 2019

Finding the financial pain by quantifying resources is the best way to get owners to act.

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What Makes Business Owners Commit to Exit Planning?

Friday, March 22, 2019

Facts are only one part of the equation.

A hospital with a brick façade and the word EMERGENCY in red letters.

4 Experts & an Exit Plan: Confirming an Owner’s Financial Health

Friday, March 15, 2019

Confirming a business owner’s financial health is crucial to successful planning.

A man with dark hair sitting in a booth looking at a laptop with his head in his hand.

Turning Faulty Misperceptions Into Successful Exit Planning

Friday, March 8, 2019

Business owners often have two misperceptions about their ownership futures that can prevent successful Exit Planning.

A wrench hovering over a nail and a hammer hovering over a screw, indicating a misuse of tools.

2 Damaging Assumptions Business Owners Make About Their Assets

Friday, March 1, 2019

Too many business owners make two damaging assumptions about their business assets.

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5 SMART Questions to Ask Business Owners About Financial Security

Friday, February 22, 2019

Financial security is the most important goal for business owners, so advisors must assure that owners pursue it SMARTly.

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What Do Bad and Good Exit Goals Look Like?

Friday, February 15, 2019

Bad and good exit goals have distinct traits.

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