“What makes a great leader?” How would you answer that question? As owner/CEO of your company, it’s important that you know how to answer this question. Naturally, you want success for your business; and that success starts with you. No matter how phenomenal your team is or how many business meetings you manage to land
Why you should periodically review beneficiary designations. Your beneficiary choices may need to change with the times. When did you open your first IRA? When did you buy your life insurance policy? Are you still living in the same home and working at the same job as you did back then? Have your priorities changed
Yes, but only in certain contexts. You may have heard that the Tax Cuts & Jobs Act eliminated nearly all possibilities to write off business entertainment expenses. That is not quite true. You may be able to claim a deduction for such expenses today, but it depends on who you are entertaining. Regardless of who
Do you have a strategy to follow? Have you created a company that someone will want to buy? Your children won’t necessarily want to take over your business, so an exit strategy is essential to getting the outcome you want. You must prepare your firm for the transition – and you must be prepared as
70% of private business owners report that their business is their primary source of income; yet, only 20% of small businesses are successfully sold to an outside buyer. Over the next months, I plan to share some thoughts and disciplines around business plans for exit strategies, employee retention during ownership transition, selling your business to
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