December 18, 2024 ESOPs Can Help Business Owners With Succession Planning Have you ever considered implementing an employee stock ownership plan (ESOP)? Along with serving as a retirement vehicle, an ESOP … Read More
December 2, 2024 Family Business Focus: Taking It to the Next Level Family business owners: Are you ready to elevate the operational sophistication of your company? Here are some ideas to up … Read More
December 1, 2024 Ensure You’re Properly Documenting Your Charitable Donations As the holidays approach, understand the IRS’s rules for properly substantiating your charitable gifts. Read More
August 26, 2024 Navigating the Complexities of Switching Successors in Business Business owners: Are you having second thoughts about your chosen successor? It happens. Here are some ways to address the … Read More
July 30, 2024 Why Strategic Planning Needs Innovation for Business Success Business owners: If innovation isn’t part of your strategic planning, you could find yourself at a competitive disadvantage. Here are … Read More
June 5, 2024 Succession Planning: 3 Essential Timelines for Business Owners Business owners: When creating a succession plan for your company, you’ll ideally want to account for three separate timelines. Here’s … Read More
