WHEN TO OUTSOURCE YOUR ACCOUNTING
When I talk with business owners, a frequent complaint is lack of time to focus on the things they love to do to help their customers. Since that passion is…
Read more »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…
Read more »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….
Read more »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….
Read more »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…
Read more »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…
Read more »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. …
Read more »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…
Read more »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…
Read more »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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