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How Can Businesses Who Depend Upon Customer Interactions Thrive in a COVID-19 Environment?

2020-08-25T14:18:44-05:00By |Advisor Collaboration, Burning Questions, Leading Your Business Through Transition, Video|

As a team, make the right decisions, communicate often and be flexible are key elements for businesses who rely on customer interactions. There is no question customers are going to want continued personal interaction, it just may look and feel different. Bill Lowman, Partner with Shuffield Lowman advises businesses to [...]

As a Dealer, What Should I Consider as Dealerships Start to Reopen?

2020-08-25T14:10:35-05:00By |Advisor Collaboration, Burning Questions, Leading Your Business Through Transition, Video|

Bethany Lynch with MCM CPAS and Advisors and Dan Iosue and Champ Rawls with The Rawls Group offer insight into how dealers can successfully start to reopen. Key points to consider: Have a plan in place and communicate it to your people. Take into consideration your state and local guidelines [...]

What’s The Best Message Leaders Can Send In Times of Crisis?

2020-08-24T13:00:26-05:00By |Advisor Collaboration, Burning Questions, Leading Your Business Through Transition, Video|

We often get too focused on what we are going to say to our customers and clients and forget about our employees. It is critical your employees are informed well before your clients. This provides a sense of being safe and protected and keeps the rumor mill from churning, while [...]

What Does the New Normal Look Like for Multi Unit Franchisee During and Post COVID-19?

2020-08-24T13:50:26-05:00By |Advisor Collaboration, Burning Questions, Leading Your Business Through Transition, Video|

Flexibility and building trust are cornerstones as we move into the new normal. Safety protocols will continue to evolve and franchisees will need to be flexible in order to continue to navigate them. Kim Kraemer with Citrin Cooperman Accountants & Advisors, Michael Einbinder with Einbinder & Dunn LLP, Jeff Bannon [...]

What Should I Be Sharing, As A Leader, In Times Of Crisis?

2020-08-24T12:32:59-05:00By |Advisor Collaboration, Burning Questions, Leading Your Business Through Transition, Video|

Confidence, compassion, transparency and listening are four keys for sending the best message to your people during a crisis. As leaders we need to be authentic, relatable and be willing to show our human side.  Jenny Cybul with Bennet Thrasher and Dan Schneider with The Rawls Group talk about the [...]

What to Consider As Business’ Start to Re-Open?

2020-08-28T08:52:13-05:00By |Advisor Collaboration, Burning Questions, Leading Your Business Through Transition, Video|

The biggest consideration for business owners as you start to reopen is ensuring the safety for your people, customers and communities. It is your job to ensure you get your people back to work safe, and that your protocols and process are clearly documented and communicated. Matthew Scully with Burr [...]

What Does the New Normal Look Like for Dealerships?

2020-08-26T14:45:07-05:00By |Advisor Collaboration, Burning Questions, Leading Your Business Through Transition, Video|

One thing that is consistent for car dealers is change. It is one industry which has always been able to drive through the unknown and not only survive but thrive. Callie Whatley with Burr & Forman and Loyd Rawls with The Rawls Group share what they believe the new normal [...]

Episode 11: What can you do to protect your multiples and values during times of transition?

2020-07-16T20:28:59-05:00By |Advisor Collaboration, Leading Your Business Through Transition, Operational Excellence & Business Performance, Succession Podcast|

Key to protecting the value of the business, is a leader who is an agent of change. Listen in to hear Tom Olney, from OWL Automotive Consultants provide insight into what that means. As you listen to this episode you will walk away with key take a-ways and will realize you [...]

Episode 10: What should dealers do right now to protect their business?

2020-07-16T20:33:09-05:00By |Advisor Collaboration, Leading Your Business Through Transition, Operational Excellence & Business Performance, Succession Podcast|

Financial and operational controls remain essential for protecting your business. With COVID-19 forcing employees to work from home, away from technological fire walls and additional means for digital security, many are finding additional vulnerabilities to spoofs and hacks. Invest time and money in educating and training your people so they [...]

Episode 9: What is the best way to make decisions in uncertain times?

2020-07-16T20:33:41-05:00By |Advisor Collaboration, Leading Your Business Through Transition, Operational Excellence & Business Performance, Succession Podcast|

In difficult times, all we want is more control. But, finding control can feel like a fleeting dream. You figure out inventory, but then mother nature comes for a visit. Jean Venant shares a trick for gain more control - "LEVERAGE" As you listen to this episode you will walk away [...]

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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