Our Insights

When “What If” Becomes “What Now”
One of the most important – but often ignored – reasons for preparing for the future succession of a business …

Planning for Success[ion]
All too often, business owners neglect to plan ahead for the succession of their business. While lack of planning is …

The key is transparency
Much like your car needs regular oil changes to keep it running optimally, regular audits and careful financial reporting can …

Keeping up with the paperwork
Before you seek out a qualified buyer, it’s important to make certain representations as to the financial status of your …

There’s selling and then there’s everything else…
It’s important to think through the instances beyond retirement that may cause a business owner to leave his or her …

Visualize, then plan
Artists will tell you that the best paintings are created when the artist visualizes the painting hanging on the wall …

Consider all options
Many owners and entrepreneurs suffer from tunnel vision when it comes time to pass the business on. However, there are …

Risk Management in a New Era
Cybersecurity and The Digital Privacy Act By: Mark Walsh There are two types of companies: “those that have been hacked and those …

Entrepreneurs and Philanthropy: A Combination Worth Its Weight in Gold!
French mathematician, physicist and philosopher André-Marie Ampère once said: If I had everything that anyone could ever want to be …