Resources

Exit Planning Offers Assurance

Running a business is one of the most fulfilling things you’ll likely ever do. Despite the time and money it costs you, you dedicate everything you have to position it to be successful. With all the effort you pour into your business, it’s prudent to dedicate time and...

read more

Hard Work Deserves Good Planning

A major point of pride for successful business owners is how hard they worked to achieve their success. A common myth is that smaller, less complex businesses aren’t cut out for Exit Planning or that it’s too expensive. But as the backbone of the economy, smaller...

read more

Expecting the Unexpected

Unexpected events often have bigger risks for business owners than many other people. Family members, employees, and even communities can face devastating consequences due to a business owner’s death or permanent incapacitation. Fortunately, there is a way to mitigate...

read more

Where Do You Begin?

Planning for a successful future can seem overwhelming. Where do you start? How do you make time? Which questions should you ask? Today, we'll present a process that can help you organize your thoughts and put you on a path toward a successful planning process. The...

read more

Hiring a Professional President

As a business owner, is it a good idea to hire a "professional president" to keep various managers focused? Today, we'll present some potential benefits of a professional company president. Shepherding Success Successful business owners tend to run so many different...

read more

Saying Goodbye Without Leaving

For many business owners, the business is more than a means to make money—it's a part of their identity and a link to the past. This can make the idea of leaving it, and committing to the planning required to leave it successfully, very challenging. Consider the story...

read more