Establish an Owner Risk Profile.

Establish an Owner Risk Profile while you can still impact it.

The Impact of Value Management

Public and privately held businesses can be grouped into two categories: lifestyle or value creator.

[Broadcast Recording] Part 3: Business is Personal

Did you miss the live broadcast?  Not to worry!  You can watch the recording from the “90-Day Business Sprints” webinar series by clicking the video below.

Are You Ready? 10 Ways to Check If You Are.

In preparation of the questions for the State of the Owner Readiness Survey, one of the team members asked me what seemed like an obvious question, “What does ‘ready’ mean?” or “How do we define ‘ready’?”

That seemed like a simple and obvious question that deserved an answer. So, I put together a set of 10 simple statements to help owners determine what they need to accomplish to be considered prepared or “ready” to transition their businesses. Use this as a simple checklist.

Six Month Formula: 10 Exit Planning Advisors Who Captured the Eyes of The Marketplace

They started as a group talking about a good idea. Their group grew and they became a research team spreading awareness to their community. And now, these key advisors have emerged as thought leaders with more than 10,000 business owner subscribers having access to their articles every month.

First Owner Roundtable Focus Group Established

Very excited to report that Mike Trabert (CEPA) of Skoda Minotti and I have established our first Owner Roundtable Focus Group in Northeast Ohio.

Personal Contingency Planning

Most business owners are very good at contingency planning. They plan for every possibility imaginable, but surprisingly few business owners plan for the one thing that is certain: their eventual death or disability.

The Five Stages of Value Maturity

Most business owners did not start their business with the end in mind – the idea of selling it at a premium someday. How important is the business to the owner’s wealth plan?