The Surprising Secret to a Big Exit

We get to see a lot of company founders who are contemplating an exit. Some of our customers get lucky ... Read More

 

Equality and Fairness in Transfers to Kids

Stan Briggs was perplexed when he told his advisor, “My son, Patrick, has worked in the business for the ... Read More

 

Characteristics of Bonus Incentive Plans

Too often, owners only discover that the compensation plans they've put in place for key employees are sadly inadequate ... Read More

 

Looking for Financial Clues to your Exit Readiness

Where to start?  Business owners who have not been through an Exit Planning process, and many of them have ... Read More