Uncertainty and the Coronavirus
It's understandable to be worried about the coronavirus. Talking through your issue can help you and those around you process your emotions.
In Depth Look: Independent Audit and/or Valuation
The most successful growth and succession plans are those that ask tough questions during the planning process as opposed to during the ownership transfer.
In Depth Look: Coordinating Operations and Finances
Companies with strong operational and financial management don't always link the two core functions to facilitate better decision-making. Here are some thoughts on how to do that.
In Depth Look: Define Your Sales Process
You may wonder what your sales process has to do with succession planning. Keep in mind that the higher your profitability, the higher the value of your business.
In Depth Look: Building a Strong Management Team
The key to a successful business ownership transfer is to build the right management team. Here are 4 areas to address.
SECURE Act - What Would It Mean
The SECURE Act makes some material changes to retirement planning. Here they are in brief.