Three bricks of pure gold stacked askew

3 Things All Valuable Businesses Have

Friday, November 22, 2019

Installing these three items is important for owners.

A doodle of a businessman hanging off a cliff with a human hand underneath as though to catch him.

The 7 Cs of Success and How They Apply to Business Owner Planning

Friday, November 15, 2019

7 things all successful people do, regardless of field or history.

A man with sunglasses smiling and leaning on a stroller while his daughter smiles and grabs at his sunglasses.

3 Ways to Help Family Business Owners Plan for Future Success

Friday, November 8, 2019

Family business owners require extra help from advisors.

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Common Misconceptions About Exit Planning for Business Owners

Friday, November 1, 2019

3 misconceptions about Exit Planning for business owners and how overcoming them helps advisors and owners.

Three men sitting around a white table looking at a laptop.

How to Make Planning Easier for Everyone Involved

Friday, October 25, 2019

Planning for future success doesn’t have to be a grind.

Black coffee in a mug, black ear buds, a silver smartphone, and a silver camera resting on a map.

A Surefire Strategy for Success: Business Continuity Instructions

Friday, October 18, 2019

Establishing a set of business continuity instructions is an excellent planning starting point.

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Why Defining Goals Is Important and How to Do It

Friday, October 11, 2019

Defining goals prevents owners from pursuing the wrong strategies.

A person in the distance walking away from the camera past a wooden bridge and snow-covered trees.

Why Would Owners Who Love Their Companies Make Plans to Leave?

Friday, October 4, 2019

Why Exit Planning is still important for owners who love to work.

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Must Business Owners Fire Current Managers to Grow the Business?

Friday, September 27, 2019

Which options do owners have to grow the business, and how can advisors help?

An old-fashioned calculator lying on a balance sheet

Is an Unsolicited Offer to Buy the Business Worth Considering?

Friday, September 20, 2019

How do you know when to pursue an unsolicited offer?

Are you ready to help your clients exit?

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