A valuation is a critical component to better understanding your business. In this blog post, we provide an overview of typical valuation engagements and how they can help you reach your professional and personal goals.
While this may seem like a time to rein in your expectations and focus on your survival, we believe that these four areas will help you build a more proactive approach that can strengthen your risk management and create a pipeline of opportunities for the future.
If not properly protected, the illiquid nature of a private business can cause headaches for the owner and their family. Therefore, we encourage all independent business owners to follow these three steps when it comes to key legal documents in order to protect their family’s net worth and their legacy in the community.
Learn about the five most common mistakes we see in our succession planning work with independent business owners that can lead to retirement trouble.
Many business owners have growth strategies that focus on increasing sales, but this does not necessarily increase the value of the business. Therefore, we would like to share the following five strategies for increasing business value.
Learn about all of the transition options available to independent business owners, along with the impact of each, with this handy chart.