Business Value and Growth

Taking Action and Creating Control

2021-10-07T12:25:47-05:00By |Multi-Unit Franchising, Succession Blog, Succession Matrix-10 Point Perspective|

Expressed wants and needs of employees, family, strategic partners, and customers can feel like a constant push and pull environment as a business owner.  Add in external influences such as the pandemic, the political climate, supply chain, and finding workers; our environment is constantly changing, which requires strong leadership with a strategic mindset. Strong [...]

Growth Thru Acquisition: Finances, Timelines and Expectations

2022-02-10T15:20:17-06:00By |Advisor Collaboration, Multi-Unit Franchising, Succession Palooza - Celebrating Succession, Succession Video Discussions, Succession, Growth and Acquisitions|

Succession planning has gotten misconstrued with estate and exit planning amongst business owners, resulting in the process being delayed or avoided until it is too late. Successful owners know succession planning is much more than estate and exit, it is also about building strategies for today's success so you can [...]

Growing Your Business and Net Worth

2022-02-10T15:20:17-06:00By |Advisor Collaboration, Automotive, Succession Blog, Succession Palooza - Celebrating Succession, Succession Video Discussions, Succession, Growth and Acquisitions|

We know a popular definition of succession planning leans towards planning for exit or retirement. However, succession planning is really about setting your business and family up for future success, which is worth celebrating. What better way to celebrate succession planning than to talk about your personal financial goals – [...]

Choosing to Thrive – Taking Action and Fulfilling Your Vision

2021-10-12T15:49:06-05:00By |Agriculture|

Our environment is constantly changing, which requires strong leadership with a strategic mindset. As a business owner, you have a choice.  A choice to either Become overwhelmed with supply chain issues, consolidation, and inflation, and allow change and circumstances to control you or, Take the “bull by the horns” and do what it takes [...]

Business Growth and Bench Strength: Recruitment, Retention & Development

2022-02-10T15:20:18-06:00By |Advisor Collaboration, Automotive, Succession Palooza - Celebrating Succession, Succession Video Discussions, Succession, Growth and Acquisitions|

Succession is dependent upon SUCCESS, so it is just as much about today as it is about tomorrow. Growth, scaling your business, talent and culture are all essential dynamics addressed through succession strategies. And, there is nothing more valuable to the business than talent. Leadership bench strength is pivotal to [...]

Your Golden Goose: Keep or Sell?

2021-08-27T11:58:53-05:00By |Agriculture, Newsletter Archive, Professional Services, Succession Blog, Succession Matrix-10 Point Perspective|

Dealers are seeing record profits in spite of a global pandemic and limited inventories.  This has many dealers wondering if they should be building the portfolio by buying more stores or taking advantage of the market and selling to get top dollar, and others are wondering what will happen if they just stay in [...]

Business Growth, Consolidation & COVID

2022-02-10T15:20:19-06:00By |Advisor Collaboration, Automotive, Multi-Unit Franchising, Succession Palooza - Celebrating Succession, Succession Video Discussions, Succession, Growth and Acquisitions|

Whatever your vision is for your business, it is dependent on your business abilities to succeed through transitions – which is fundamentally the definition of succession planning. COVID 19, Supply Chain Issues, Talent Shortages, Consolidation, and Acquisitions are all examples of Transitions. So essentially, any change to our norm; represents [...]

Acquisition Done! Now What? Hitting the Ground Running After the Close

2022-02-10T15:20:19-06:00By |Advisor Collaboration, Automotive, Multi-Unit Franchising, Succession Palooza - Celebrating Succession, Succession Video Discussions, Succession, Growth and Acquisitions|

Succession planning is about creating strategies to take control of the future based on your goals and vision. And if part of your vision involves growth through acquisition, you are in the right place. In this episode with Dan Gavin with Bernstein Private Wealth Management, Michael Rosendahl with PCE Investment [...]

Succession Planning – Create Options & Avoid Catastrophe

2021-10-12T16:26:00-05:00By |Multi-Unit Franchising, Succession Blog|

It’s been nearly two years of navigating uncertainties brought on by COVID-19. Wouldn’t it be nice to change the narrative and focus on “THE KNOWN” and what we can control? The first KNOWN is our current tax laws, and that they will be changing. In the recent series: “What’s Up with President Biden’s Tax [...]

Die Hard Lesson #337 – Plan Or Die, Don’t Do Both

2021-09-22T08:17:09-05:00By |Succession Blog, Succession Matrix-10 Point Perspective, Video|

 A plan is simply a snapshot in time. It considers all assumptions made at the time of developing it has played out exactly as prophesized. But, our worlds are action-packed and dynamic, which leads to the saying by Robert Burns “The best-laid plans of mice and men often go awry. [...]

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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