Ingredients to Jumpstart the Planning Process

October 21st, 2020

Taking on any large project can be manageable when you have a reliable process in place. When deciding to exit your business, for example, you will need a proven process in place to ensure you have co...

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Not All Strategies Are Created Equal

September 16th, 2020

Succession planning, Exit Planning, and business planning may seem interchangeable in most people’s eyes. However, each type of planning plays a very different role in the process of designing, and th...

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Funding a Sale to “Insiders”

August 20th, 2020

When imagining the future of their businesses, and possibly a future that involves different ownership at some point, owners may wonder if it’s really possible to consider “insiders” (employees, child...

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Rethinking Cash Flow

August 5th, 2020

While there are many uncertainties when planning for the future, one factor that is almost always essential to the success of your future plans is cash flow. Measuring your company’s cash flow and kno...

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