COVID AND ESTATE PLANNING

So many things have taken a backseat to Covid during the last year that I was surprised last week by one that has not – estate planning. A contact reached…

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The Operating Manual for Business

There are a litany of books on businesses and how to run them.  Reducing all that information to a sort of “how-to” or operating manual is not so common though….

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THE OPERATING MANUAL FOR BUSINESS

There are a litany of books on businesses and how to run them.  Reducing all that information to a sort of “how-to” or operating manual is not so common though….

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Succession Planning and the New Year

Reflecting upon the events of 2019, I feel one of the most troubling was an event that occurred as a large project was coming to an end. As the project…

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SUCCESSION PLANNING AND THE NEW YEAR

Reflecting upon the events of 2019, I feel one of the most troubling was an event that occurred as a large project was coming to an end. As the project…

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WHEN TO ADD FINANCIAL EXPERTISE IN A GROWING BUSINESS?

Of the many decisions a business leader faces with a growing enterprise, decisions about when (and at what level) to add financial expertise can be one of the most obscure. …

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SUDDEN WEALTH

I just got off the phone with an old friend – a musician – who called in a panic. He was beside himself and for a moment I thought maybe…

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LEADERSHIP

As we come to the end of another hectic year I want to pause and reflect on a conversation I have regularly with clients that has little to do with…

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THE FAMILY BANK

Three years ago I helped a business owner rescue his succession plan from imminent failure.  We restructured the plan to both enable him to withdraw from the business (with enough…

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CYBERSECURITY IN A CHANGING WORLD

The Wall Street Journal Pro Report of December 19, 2017 was devoted to the issue of Cybersecurity. The chilling reality is that national governments, state and local governments, businesses and…

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