September 19, 2018
Here are some key questions to consider as you review your company’s shareholders’ agreement.View
September 12, 2018
The next generation can engage in a variety of activities to prepare and demonstrate their readiness for a key leadership role. The more common types of activities tend to involve some form of mentoring, experience, and additional education.View
August 30, 2018
Here is the common set of activities that companies undertake in preparing for a transfer.View
August 23, 2018
Here’s a brief look at four of the common obstacles that often get in the way of successful succession planning.View
August 17, 2018
The annual tax planning process typically begins each fall. It can be the most critical component of the annual relationship cycle between a business owner and their CPA.View
August 2, 2018
Implementing a solid cyber and information security program does not have to be an expensive proposition. It is easier to put in place if it is broken into the following manageable buckets.View
July 25, 2018
If you feel like your business has hit a wall or that your time isn’t well spent, consider taking the following steps.View
July 18, 2018
With some thoughtful planning and monitoring, issuing phantom stock may be a good alternative to actual stock in your family business, while still creating an incentive and rewarding your key employees.View
July 13, 2018
Here are some helpful reminders of how we can be more productive than busy.View
July 2, 2018
The key to a successful business exit is the transition planning the owner does in advance to understand motives, alternatives, and exit options.View