Applying the Formula for Luck

Thomas Jefferson believes in luck and Oprah Winfrey does not. Yet both believe that luck has the same formula. How lucky are you? #exitplanning #hardwork #lucky #changetheoutcome #epi

12 Recordings for Growing Value

We’ve curated the 12 recordings to inspire change and activate the 11 actions it takes to grow value (rapidly) and release (trapped) wealth. #exitplanning

Creating a Message That Cannot be Ignored

Connecting Communities and Changing Owner Outcomes: Wisconsin Chapter of EPI Expands Exit Planning Awareness with Virtual Education

Where have we been? Where are we headed? Watch the Annual EPI “State of the Institute” Broadcast with EPI VP, Scott Snider.

This broadcast is a good opportunity to revisit EPI’s brand promise.

What impact does culture actually have on business value?

What impact does culture actually have on business value? Well, studies show that 70-80% of all integrations fail, often due to cultural mismatch.

The Practical Effect of Proposed Tax Reform’s Limitation on the Deductibility of Interest by a Business

[Contributed by Todd Ganos of IWC Family Offices] On November 2, 2017, the House of Representatives Ways and Means Committee released H.R. 1 — the proposed Tax Cuts and Jobs Act. Section 3301 of the Act imposes a limitation on the amount of interest a business can deduct. The limitation is 30 percent of a firm’s taxable income (which, as described, is the equivalent of Earnings Before Interest, Taxes, Depreciation, and Amortization or EBITDA). The limitation would not apply to certain companies that are regulated public utilities or in the real estate… Read More

Emotional Considerations for Transitions

Business is personal. As will be an owner’s exit. 5 things to consider when looking ahead to transition. Great article by leader Ed Mysogland #exitplanning

Where do you dominate?

Name 2-3 key competitive strengths of your business from customer point of view.

The Real Number you need to know.

The real number versus the tax number. Do you know them both? Do you know the difference?

The thing about strategy.

Most strategies are not wrong. But they still fail. Why?