Succession Planning Blog2021-07-21T17:35:47-05:00

Leading Through Transition

There is light at the end of the tunnel.  You are resilient and events in our history like COVID-19 make us stronger and innovative to solve the issues unique to times of turbulence. We have shepherded our clients through many environments like we have today.

Resources

Create Options and Control Your Future

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The business landscape has undergone dramatic changes over the last 24 months.  From keeping employees safe, building trust with customers, operating more efficiently, and simply being grateful to be open.  These shifts and constant changes are causing owners to think, is this the right time to get out?  In addition, many industries are experiencing [...]

Selling? First Know What Issues Are Lurking Under the Surface

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In this bizarre 2022 environment, profits and multiples are high, having many thinking it is an excellent time to cut the stress, sell and get a big payday.  As such, you may be part of the dealer community wanting to stop ruminating about the dark side of future electrification, manufacturer pressure, distorted big group [...]

Holidays, Magic and You

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Holidays bring about a mix of emotions. Deep feelings, expectations, and reflection as well as celebration, joy, and cheer. The mixture can be very confusing. Listen in to hear “Your Tribe’s” experience in managing the expectations and pressures of the holidays. Link to Resources: Mindboarding Session: Set the tone for [...]

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What is Changing In the Areas of Estate Tax?

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Planning Opportunities To Take Advantage of Now

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Leadership in Uncertain Times

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