Dr. Merlot

Dr. Merlot: I’m in business growth mode, should I be thinking about succession planning right now?

2020-05-20T15:19:54-05:00By ||

Don’t you hate a smart ass who answers a question with a question? Nevertheless; chew on this hopeful exception. Irrespective of your growth mode, don’t you believe the continuation of your success is important? Of course you do! When you have pulled the trigger to grow, you: Become more vulnerable to market swings, manufacturer issues, [...]


What is Changing In the Areas of Estate Tax?


Planning Opportunities To Take Advantage of Now


Leadership in Uncertain Times

Go to Top