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A BLOG DESIGNED TO HELP YOU REACH YOU GREATEST GOALS:

With the holiday season just around the corner, it’s the perfect time to prepare for joyful celebrations. The holidays can be an exciting time for many, but they can also bring on financial stress. That’s why we’ve put together some budgeting tips to help you make the most of the holidays while keeping your finances […]

Business Goals, Business Growth, Tips

Enjoy the Holidays with These Budgeting Tips for Small Business Owners

October 24, 2023

The entrepreneurial journey can be a rollercoaster, and we want to help you stay on top of the ride. So, today, we’re sharing some valuable tips on how to combat entrepreneur burnout and keep your inspiration alive. 1. Prioritize Self-Care. It’s not selfish to take care of yourself. In fact, it’s essential for your well-being […]

Business Goals, Business Growth, Tips

8 Ways to Manage Overwhelm as a Small Business Owner

October 24, 2023

As a successful business owner, you know that your business has value. It likely supports the lifestyle you and your family live. It provides a paycheck and perhaps benefits to the people you employ. The products or services you provide are meaningful to your clients. But if someone asked you, “How much is your business […]

Business Growth, Exit Planning

Is Your Business Worth as Much as You Think? 

January 19, 2023

Many advisors to business owners think a sale to key employees is a great option for companies that don’t reach the “sale to third party” threshold. Typically, they define this threshold as the point at which a business can be sold for (largely) cash. Depending on a variety of factors, this threshold is usually around […]

Business Goals, Business Growth, Exit Planning

Why Owners Want to Sell to Their Employees

December 23, 2022

“My investment advisor suggested that I sell my company to an ESOP. Is that a good idea?” “My estate planning attorney recommended that I begin giving my business to my children. What do you think?” “I’m getting tired of running my business every day. My accountant thinks a sale to a third party is a […]

Business Goals, Business Growth, Exit Planning

Using Exit Planning Advisors

December 13, 2022

Building a business is challenging enough as it is. With the right Advisor Team, you can focus on business challenges while your advisors create strategies that help you compound your success in the future. But how do you build an Advisor Team that works for you instead of against each other? Consider the story of […]

Business Goals, Business Growth, Family Business

Building an Advisor Team That Works for You (Not Against Each Other)

November 29, 2022

Successful business owners do a lot of things well, and they make it look easy. This is often a sign of well-running processes and years of discipline. However, it can also be a trap for successful business owners who intend to pass their businesses onto their children or business insiders. While you may love the […]

Business Growth, Exit Planning, Family Business

Love Can’t Be Blind: Preparing for a Business Transfer to Children or Insiders

November 21, 2022

There’s a big difference between not wanting to retire and not being able to retire. Even business owners who intend to die at their desks can appreciate the safety net of financial independence should something unexpected occur. But many business owners look forward to an ideal future without implementing the proper planning to achieve it. […]

Business Growth, Exit Planning, Family Business

How to Remove “I Can’t Retire” From Your Planning Mindset

November 14, 2022

The last two-and-a-half years have been tumultuous, and owners of small to mid-sized businesses have borne the brunt of the pain. Though few people could have predicted the effects of the pandemic, business owners with plans for a successful future tended to feel more comfortable confronting the challenges they faced. Now, as whispers about a […]

Business Growth, Exit Planning, Family Business

Becoming More Recession-Resistant Through Planning

November 7, 2022

Running a successful business is complex per se. Adding the element of “family” to a business often creates more complexities, especially as the business grows. Lifelong family bonds and expectations can run headlong into business realities and needs. Today, we’ll share some ideas about how to keep the family business running and the business family […]

Business Growth, Exit Planning, Family Business

Keeping the Family Business Running and the Business Family Happy

October 31, 2022

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