How do I protect my business if I, as the owner gets the virus or one or more of my key people?

2021-09-22T08:46:22-05:00By |Advisor Collaboration, Burning Questions, Energy, Video|

Business contingency planning is essential for ongoing business success. For business continuity, the key leadership must put processes and structure in place that if they are not around, or if something unexpected happens, the business still survives. Unfortunately, if this is not in place, the business value can be dramatically [...]

How do you best support employees at different stages of stress and potentially grief?

2021-09-22T08:14:28-05:00By |Advisor Collaboration, Burning Questions, Energy, Video|

As we continue to navigate the pandemic, it is important to recognize that your employees have been on a roller coaster of emotions for a long period of time. You may already be doing it, but providing support to your people is critical to help them navigate stress and even [...]

How to Create Family Business Policies

2021-11-03T17:38:48-05:00By |Energy, Succession Blog|

In developing family policies, I used to think it was the documented policies that made the difference in preventing future conflicts. But, I have come to believe that it is not the policies themselves that promote family harmony. Rather, it is the process of developing the policies that really make the difference. Family businesses [...]

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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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