Center for Private Company Excellence Blog

Understanding State Sales Tax and Drop Shipping

May 31, 2023

The use of drop shipment in a delivery model presents potential administrative hurdles related to sales tax for both the retailer and drop shipper. Here are some considerations for businesses using a drop shipper.View

Valuation Discounts: A Game-Changer for Gift and Estate Tax Planning

May 22, 2023

One of the most important elements of valuation is understanding valuation discounts, which can be applied to the value of privately-held business.View

Growing Your Business Through Phantom Stock Plans

May 9, 2023

Here’s a closer look at what phantom stock agreements are and how they can benefit your business.View

3 Key Items to Consider in Your Exit Planning Strategy

April 25, 2023

Here are three key items to address in the years before a transaction.View

3 Ways to Limit the Risks to Your Business of a Tightening Credit Environment

April 18, 2023

What should a private company do in a tightening credit environment? Here are three ideas.View

How to Retain Employees Through Servant Leadership and Emotional Intelligence

April 10, 2023

Employee engagement is driven by managers who care, in particular, those who are servant leaders and demonstrate emotional intelligence.View

How Cash Flow Modeling Can Help Manage Your Liquidity Needs

April 4, 2023

The importance of developing and maintaining an up-to-date cash flow model should not be underestimated. It should be an essential tool in every financial executive’s toolbox to help the business manage its cash flow and liquidity.View

What We Can Learn from the Failure of Silicon Valley Bank

March 21, 2023

The swift failure of Silicon Valley Bank (SVB), an extremely popular bank for start-ups, has continued to make headlines. As federal regulators have continued to address the issues caused by SVB's failure, this ordeal brings up critical questions.View

How Your Family Business Can Benefit from an Advisory Board

March 15, 2023

Learn how an advisory board can benefit your business as well as tips for building an advisory board in your company.View

7 Tips to Jump Start Your Succession Planning Efforts

March 7, 2023

Here are some tips that may help you develop effective strategies for your long-term leadership needs.View