Center for Private Company Excellence Blog

Finding “The Number” in a Family Business Ownership Transfer

May 16, 2019

We find that families in transition need valuation advice, but not necessarily a formal valuation. That's because the ultimate price is a triangulation of these three issues.View

4 Reasons Why Succession Planning Matters

May 8, 2019

Various surveys have reported that a majority of business leaders consider succession planning a critical or important priority, yet few believe that their organizations do it well. The overarching question to be asked, then, is “Why does succession planning matter?”View

S Corporation Shareholder Compensation: What Should I Be Thinking About?

May 2, 2019

Here are a few considerations that should be evaluated when determining compensation payments to shareholders in an S Corporation.View

Five Key Questions to Ask When Selecting an ERP System

April 18, 2019

Here are five key questions to ask during your ERP evaluation process.View

4 Low-Tech Questions to Help Improve Your Customer Experience

April 9, 2019

Over the next few years, we’re all going to be impacted by AI and other revolutionary technologies. To avoid pitfalls, make sure you step back and think about the human side of your business.View

Do You See an Obstacle as a Challenge or an Opportunity?

March 29, 2019

The one trait that is common to all successful leaders is the ability to view obstacles as opportunities, as opposed to challenges.View

Cost of Capital vs. Cost of Being Wrong: Which is More Important?

March 22, 2019

Understanding the cost of capital is critical for any company that is considering a large capital allocation decision such as an expansion, acquisition, or shareholder transaction.View

6 Basics Steps for Succession Planning

March 14, 2019

Here is an outline of the basic steps that should be incorporated in most succession plans.View

How Will Interest Rates Impact You and Your Business?

March 7, 2019

Here are nine of the most prevalent ways that higher interest rates impact businesses and business owners.View

Potential Implications of New Business Interest Expense Deduction Limitations

March 1, 2019

The Tax Cuts and Jobs Act (TCJA) is generally viewed as providing opportunities to reduce Federal income taxes paid with respect to business activities. For the most part, that is true. However, there are some potentially negative components of the TCJA.View