Newsletter Archive

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Environment of Change

2020-03-26T12:48:59-05:00By |Newsletter Archive|

The only thing that we can rely on to be constant is change. The political environment is forcing rapid change like we’ve never seen before. No question, technology continues to evolve in a way that forces us to embrace it or simply get left behind. Demographics are changing with a record number of Boomers [...]

Succession Planning Is Just the Beginning

2020-03-10T13:16:32-05:00By |Newsletter Archive|

Looking forward is easy to do, especially when you are dreaming of your next step to amp up the business. However, say the words “succession planning” and suddenly looking forward stops as many believe “we aren’t there yet,” or “I’m done, my estate plan in buttoned up.” To many, the phrase succession planning reflects [...]

Whats the Trump Effect on Estate Taxes

2017-02-15T17:00:00-06:00By |Newsletter Archive|

Probably nothing, unless you plan to die soon! I happened to be with a client with whom I have worked since 1991, on the day President Trump was elected. That led us to examine the political climate over the past 26 years. We reminded ourselves that the 1980’s had been a Republican era (but Democrats [...]

Are You Suffering the Christmas/Hanukkah Syndrome?

2016-11-15T18:00:00-06:00By |Newsletter Archive|

“But I love all my kids equally and I want to treat them fairly!” exclaimed Ted, the exasperated business owner who was trying to figure out his estate plan. This sentiment is voiced over and over by my dealer clients leading to many discussions on ‘why equal is not fair’! It’s easy to relate to [...]

Pass the Baton So Your Successor Can Fill Your Shoes

2016-07-01T13:00:00-05:00By |Newsletter Archive|

Developing a successor is paramount to sustainable business success. It requires empowering your successor to step up to the challenge, while holding them accountable to strategic goals. For a period of time there are multiple hands on the baton. If this delicate transition is not done properly there can be a demotivating tug of war [...]

Protect your Future by Planning in the Present

2016-02-15T14:00:00-06:00By |Newsletter Archive|

Most people believe that succession planning is synonymous with estate planning; wills, trusts, estate tax, life insurance, franchisor/manufacturer approval or gifts to family members. No doubt estate planning is an important component of succession planning. However, for anyone who has struggled with family squabbles, successor development, retaining and recruiting top talent, and unreasonable strategic partners [...]

Getting Comfortable with Your Exit Strategy

2016-02-12T14:00:00-06:00By |Newsletter Archive|

Before you can get comfortable, you first need to define your exit strategy. This means being able to define what your exit will look like and the range of options are broad and include: Complete cold turkey break from operations Exiting day-to-day management but continuing to have operational final say Entrepreneur’s retirement: participate when you [...]

Identifying Successors: Family Member Versus a Key-Manager?

2015-06-08T09:52:00-05:00By |Newsletter Archive|

Identifying and developing successor candidates can be a challenging endeavor, especially when evaluating family member and key manager successor candidates. The difference between a family member employee and a key manager can be compared to an ongoing rivalry between 2 current NFL quarterbacks, Tom Brady and Peyton Manning. Their routes to the NFL couldn’t have [...]

What is Changing In the Areas of Estate Tax?


Planning Opportunities To Take Advantage of Now


Leadership in Uncertain Times

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