Resources for business Owners
Light reading. Heavy return on investment.
The latest
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Preparing the Next Generation of your Business
Your business is likely a large part of your financial success. Even after you eventually leave your business, you may…
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Building a Bridge to Your Successful Future
Planning for a successful future often takes years. And even the most forward-thinking plans often encounter unexpected obstacles that can…
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What Makes Your Business Attractive to Buyers?
Revenue and profitability are generally good indicators of your company’s strength. However, when it comes to planning for a successful…
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Controlling the Uncontrollable Parts of Ownership
A common tragedy for business owners is facing a life-changing event, such as a sudden death or illness that devastates…
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What Makes Your Business Attractive to Buyers?
Building a business that’s attractive to buyers is both a powerful way to pursue a successful future and a sign…
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The Immediate Benefits of Long-Term Planning
When business owners think about planning for a successful future, they sometimes believe that it will take years to reap…
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Reducing Risks in Risky Business
Starting a business is inherently risky. Fortunately, even the riskiest businesses have opportunities to reduce their risks and protect their…
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Exit Planning Offers Assurance
Running a business can be one of the most fulfilling things you ever do. You dedicate everything you have to…
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Expecting the Unexpected
Unexpected events often have bigger risks for business owners than many other people. Family members, employees, and even communities can…
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7 Steps to Exit Planning Success
All business owners eventually exit their businesses – by choice, death, or otherwise —no matter how successful, powerful, or high…
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Ignorance Isn’t Bliss: Professional Business Valuations
Consider this scenario: A traveler wakes up in a foreign place with three things—the clothes on their back, a map…
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What’s Your Plan When Plans Change?
“The best-laid schemes of mice and men gang aft agley.” -Robert Burns What should you do if a plan you…
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Where Do You Begin?
Planning for a successful future can seem overwhelming. Where do you start? How do you make time? Which questions should…
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Hiring a Professional President
As a business owner, is it a good idea to hire a “professional president” to keep various managers focused? Today,…
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Don’t Armchair Quarterback your Exit
“How hard can planning my exit really be? I already made it valuable, so all I need to do is…
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Taking Care of Your Business Family
Many business owners eventually reach a crossroads where their families want them to slow down and take it easy, even…
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Ask the CFP® – How much Life Insurance Do I Need?
Hello everyone and welcome to this month’s Ask the CFP® segment. This month’s question is, “How much life insurance…
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Saying Goodbye Without Leaving
For many business owners, the business is more than a means to make money—it’s a part of their identity and…
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Taking Fate into your Own Hands
Business owners are used to having control. But some things are uncontrollable, and without a plan, those uncontrollable things can…
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Can the Next Generation Successfully Run your Business?
Keeping the business in the family or among trusted employees is a point of pride for many business owners. And…
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Getting the Value You Deserve for Your Business
Business owners deserve to get full value for their businesses when they decide to retire. But who determines what “full…
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Diversifying Your Business Success
Running a successful business that generates wealth is incredibly satisfying. If there’s a downside, it’s that much of that wealth…
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Four Good Questions to Ask Yourself
A big part of being a successful business owner is your ability to ask questions. This innate curiosity allows your…