With COVID-19 and a change in president the variables feel like they are changing every day. What will be the new policies, will we be able to remain open for business, can we even set goals and a strategy for 2021? Bill Lowman with Shuffield Lowman and Ryan Kerrigan with Kerrigan Advisors shares key insights for making decisions in uncertain times by keeping your core values front and center with a purposeful and deliberate mindset. And, The Rawls Group’s Dan Schneider shares 4 simple steps to follow which will give you the confidence in your determined path forward.

As you listen to this episode you will walk away with key take a-ways and will realize you will want more. Click to visit the “Burning Question” topic page to easily access the additional episodes in the series.

Do you have a burning question you want to discuss with an expert? Submit your question via the Ask An Expert form!

Tune into more burning questions by subscribing to our blog on the right side of the page. You will receive updates when new episodes are live that will address:

  • Adjusting to the new normal for industries that rely on customer interactions
  • Messaging for business owners / leaders to share with their people in times of crisis
  • Navigating the path when some family want to work in the business & others pursue other careers
  • Addressing uncomfortable subjects that are more difficult during crisis as opposed to normal times
  • Strategies for helping a son and daughter to learn how to work together
  • Navigating business transitions when the next gen is not interested in the family business
  • Proactive strategies to position the business for the “unknown”
  • Communication tactics ease employee’s anxiety and worry
  • Managing emotions of others and self in times of stress
  • Strategies to increase sales to cover costs and create more points of revenue
Recording: Virtual Q & A About Biden’s Proposed Tax Changes and Impact on You
family-business-succession-planning

Watch, Listen, and Learn!

What you need to know about Biden’s proposed policy changes, their impact on succession planning, and how to get back to business.

The election is now behind us. We have a new president and a new party in control, which likely means policy changes. COVID-19 is still present, impacting our lives in many ways. There is still a lot of unknowns and uncertainty as things are getting back to normal. So, what will happen next?

Listen to the discussion and hear what our panel of tax and succession experts had to say about proposed changes and their impact on your business.

  • Kevin Gilbreath: CPA & Partner – Crowe – kevin.gilbreath@crowe.com
  • Hugh Roberts: Succession Planner- The Rawls Group – hbroberts@rawlsgroup.com
  • David Weaver: Succession Planner – The Rawls Group – dweaver@rawlsgroup.com

Watch, Listen, and Learn!


Leadership and Management Continuity

Top talent is hard to find these days, so when you find them, it is critical you have the strategies in place to retain and motivate your key people. Click the following links for more drill down resource on Leadership and Management Continuity.

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Contact us and we can help you with insights, other resources, and see if it makes sense to work together. At the very least, in 30 minutes, you may get some ideas you can apply to your business right away.