Business Monthly

Dec 8, 2022

Focus on Legacy Value for Effective Planning

Nov 11, 2022

Taking Care of Your Company by Taking Care of Yourself

Oct 14, 2022

Begin Succession Planning Before You Need It

Sep 9, 2022

Get the Value That Reflects Your Legacy

Aug 12, 2022

How to Attract & Retain Top Talent

Jul 15, 2022

What’s Your Exit Strategy? Succession Planning for Closely Held Businesses

Mar 10, 2022

2022 Business Resource Guide Arrives

Dec 10, 2021

Succession Planning is a Must for Every Business

Nov 12, 2021

Implications of Federal Tax Proposals on Business Succession Strategies

Oct 8, 2021

Don’t Limit Your Options — Start Your Succession Planning Now

Sep 10, 2021

Sale Leasebacks in M&A

Aug 13, 2021

How to Attract & Retain Top Talent

Jul 9, 2021

Business Succession Strategies

May 14, 2021

Act now to avoid taxes later

Apr 9, 2021

Applying Risk Management Strategies to Succession Planning

Sep 11, 2020

Preparing for Transition: What Business Owners Should Consider When Planning an Exit

Here is a quick breakdown of each suitor type, as well as their potential agendas.

Aug 14, 2020

Succession Planning – How to Get it Right

The answer to reducing risk in the event of change in leadership is a strong succession plan. 

Jul 9, 2020

Succession Planning Exit Routes

We work with hundreds of different businesses every year and when business owners start to think about exiting their companies, the number of possible exit routes can seem limitless, but in fact, there are only seven we commonly encounter.

May 8, 2020

Account for Unseen Emergencies When Succession Planning

This pandemic may provide a different lens to view your organization. 

Mar 13, 2020

The Technical Side of Succession Planning

Understanding how technology brings value to your organization is key to creating an active and healthy succession plan. 

Dec 13, 2019

Add Some Certainty to Your Succession Plan

Adding an executive health program to your succession planning is just another investment in a competitive executive benefits package—and in the future success of your company.

Nov 8, 2019

Communication, No Assumptions Key to Succession Planning

The key factors revolve around communication and not assuming.

Sep 13, 2019

For Business Succession, Planning is Everything

While the timing of succession is not always controllable, starting a succession plan does not need to be overly complex or exceedingly costly.

Aug 9, 2019

Questions to Consider When Developing a Succession Plan

Consider these two questions before jumping into the succession planning process.

Apr 12, 2019

Selling Your Company? Look to Your Employees as Potential Buyers

I am often approached by business owners that are starting to think about selling their business.

Mar 8, 2019

Create Next Generation Leaders by Taking Action Today

Planning for the future of your organization involves developing a culture that builds future leaders.

Jan 11, 2019

Building Business Value: Strengthen and Harvest Your Company While Leaving a Lasting Legacy

Business owners often ask us how to plan for their exit by building business value while keeping in control until they’ve achieved their financial goals.

Dec 14, 2018

The Missing Ingredient in Your Company’s Succession Plan

Most succession plans focus on leadership and development but stop short in one important area: health.

Nov 9, 2018

Knowledge Transfer is a Critical Part of M&D Leadership Succession Planning and Preparation

How do business owners replace key leaders (and capture their expertise) who will be walking out their doors in the next few years?

Sep 14, 2018

Build Business Value Through Succession Planning

Succession planning and using technology to grow value drivers goes far beyond the concept of leaving the business in that the process addresses various issues that can positively affect the business’s value, cash flow and overall operational performance.

Aug 10, 2018

Succession Planning for Software Systems

Just like with a business, you need to plan for the life cycle of any proprietary software systems you use. 

Jun 1, 2018

Growing and Harvesting Value

Personal, financial and business needs have to be thoroughly planned and complementary to effectively create the environment where harvests can take place now and into the future.

May 11, 2018

No Time Like the Present

Working through the tough succession planning issues will increase the value of your company, provide peace of mind (in the long term) and maximize the chances that your goals are actually achieved.

Apr 13, 2018

Plant the Tree Yesterday

It’s been said that the best time to plant a tree is yesterday, and the same holds true for succession planning

Mar 9, 2018

The Three Key Components of Succession Planning

With a keen eye on the future, many organizations are seeking to identify candidates for a succession pool and provide leadership training to ensure the next generation of leaders is equipped with the skills, knowledge and competencies to successfully guide the business in the future.

Feb 9, 2018

Building Your Company’s Legacy Through Succession Planning

You most likely followed a proven process, mixed in with your own creative problem solving, to build a successful business. The same adherence to process that applies to starting and running a successful business applies to a building a successful business succession plan and maintaining your legacy.

Jan 12, 2018

Are You Working on the Business...or Just in the Business?

No one knows what tomorrow will bring. Now is the time to plan for your transition.