CEPA's: Join The Advisor Program Starting January 9th
Exit Planners usually work with you, the client, to create and implement an Exit Plan. They also help their clients put together a team of
If you’re a family business owner who has close members of your tribe working in the business, you’ve likely had the following thought: “When I retire,
How do you define success? Are you significant in your personal life? What is your ultimate goal and true happiness? I recently came across a
Every business has its competitors. And while market analysis isn’t necessarily a new practice, today’s key players are constantly hunting for ways to fine-tune their
Here we are moving through the 4th quarter of 2016 and I bet you’re thinking what I’m thinking…Time to plan for 2017! I hate to
Are you a victim of inertia? A standing object tends to remain stationary, while a moving objects stay in motion. There’s no way to gain
When it makes sense to hand down the family business…and when it doesn’t BY KEVYN BURGER 09-28-2016 “A lot of owners have their nose to
You’ve invested in collateral, purchased ad space, and have promoted non-stop through social media. So, why aren’t you getting more calls? The struggle many small
Often, small businesses and self-employed individuals are not sure how to effectively make more money or have their desired lifestyle. In many cases, this is
The primary reason business owners are unable to exit their business under the terms and amount they desire is because they failed to set transition
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