Newsletter Archive

Smoothing Out Friction Between Business Owners - April 7, 2020

How to Be Sure You Are Leaving Your Business in Good Hands - March 17, 2020

Thinking of Selling Your Business to an Employee? - March 3, 2020

Which Planning Process Is the Best Fit for You? - February 18, 2020

Strategies for Reducing Risk and Improving Outcomes - February 4, 2020

The 7 Cs of Planning Success - January 22, 2020

3 Ways to Position Yourself and Your Family for Future Success– January 7, 2020

Why Defining Goals Is Important and How to Do It– December 17, 2019

If You Love What You Do, Why Should You Make Plans to Leave?– December 13, 2019

Must You Fire Your Managers to Grow the Business? – November 19, 2019

How Do Business Performance and Health Affect Your Planning?– November 5, 2019

How Long Does Planning for Your Business’ Future Take? – October 15, 2019

What You May Get Wrong About Business Valuations – October 1, 2019

Optionality and Your Plans for Your Business Future – September 17, 2019

Shaping Your Plans for a Successful Future – September 3, 2019

Successful Planning Starts Much Earlier Than You Think – August 20, 2019

Fairness and Equity Among Family Members – August 8, 2019

2 Self-Made Problems That Can Harm Your Planning – July 16, 2019

Turning a Lifestyle Business Into a Business Enterprise – July 2, 2019

A Planning Process for Future Success – June 18, 2019

Protecting What You Care About: Business, Family, & Employees – June 4, 2019

Maintaining Control, Minimizing Risk, and Rewarding Your Best Employees – May 21, 2019

Whether You Sell Your Business or Not, the Planning Is the Same – May 7, 2019

3 Things That Can Build Future Business Value - April 16, 2019

Why Make Your Business More Valuable Without You? - April 2, 2019

Is Your Business Worth as Much as You Think? - March 19, 2019

Working Backward: 3 Questions to Ask About Your Planning - March 5, 2019

Incentivizing Your Best Employees to Stay - February 19, 2019

3 Things to Remember About Third-Party Sales - February 5, 2019

How Business Owners Are Approaching Their Futures - January 15, 2019

How to Leverage Your Strengths in a Business Exit - January 1, 2019

How to Overcome the Overwhelming Parts of Planning - December 18, 2018

Why Maintaining Planning Momentum Is Important - December 4, 2018

Are You Being Your Own Worst Enemy? - November 20, 2018

Reducing Risk Can Build Value - November 6, 2018

What Business Owners Assume About Financial Planning Hurts Them - October 16, 2018

Death Can Ruin Your Plans - October 2, 2018

What Exit Planning Can Do for You - September 18, 2018

Even If You Never Plan to Exit Your Business, Exit Planning Can Still Help - September 4, 2018

Why You'll Need an Advisor Team - August 21, 2018

Getting the Results You Want - August 8, 2018

3 Benefits of Written Exit Plans - July 17, 2018

What’s So Important About Planning - July 3, 2018

Balancing Your Goals With Your Family’s Goals in Family Transfers - June 20, 2018

The Dangers of Transferring to Children Without Planning - June 5, 2018

Unforeseen Challenges to Third-Party Sales - May 15, 2018

Building Business Value Through Exit Planning - May 2, 2018

The Two-Pronged Approach to Exit Planning - April 18, 2018

How Emotion Affects Your Business Exit - April 3, 2018

The Importance of Setting an Exit Date - March 21, 2018

Handling the Early Stages of Exit Planning - March 6, 2018

How Does Exit Planning Protect Business Value - February 20, 2018

When Key Employees Stall Your Exit - February 8, 2018

Knowing What You Have to Get What You Need - January 16, 2018

Setting Exit Goals For The New Year - January 2, 2018