Create Options and Control Your Future

2022-01-14T15:08:54-06:00By |Multi-Unit Franchising, Succession Blog|

The business landscape has undergone dramatic changes over the last 24 months.  From keeping employees safe, building trust with customers, operating more efficiently, and simply being grateful to be open.  These shifts and constant changes are causing owners to think, is this the right time to get out?  In addition, many industries are experiencing [...]

Business Growth, Transition and Success

2021-11-19T15:07:23-06:00By |Multi-Unit Franchising, Succession Blog|

Successful business owners know succession planning is about building strategies for today to create choice and take advantage of opportunities as they arise. Owners & leaders who have invested in succession planning already have options, know what they want, and are already implementing their growth strategies. Growth is an example of transition because you [...]

Your Growth Roadmap

2021-11-19T12:40:17-06:00By |Energy, Succession Blog|

Buy-Sell activity across a diversity of industries is high, providing opportunities to owners who want to grow. Why is this so exciting for succession planners? Well, business growth is one of the core foundations for succession. Success is the heart of succession, and growth is generally needed to succeed through multiple generations.  If a [...]

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

2021-11-02T18:49:43-05:00By |Advisor Collaboration, Automotive, Multi-Unit Franchising, Succession Palooza, Succession Video Discussions|

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 [...]

Recording: Virtual Q & A About Biden’s Proposed Tax Changes and Impact on You

2021-03-25T17:20:03-05:00By |Leading Your Business Through Transition, Succession Blog|

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 [...]

If behaviors change due to COVID-19 how do we re-calibrate our culture?

2020-11-17T16:43:25-06:00By |Advisor Collaboration, Burning Questions, Video|

An event like COVID-19 forces organizations to change, from day-to-day operations to how we interact with our people, customers and community. Strategic planning provides an impactful process to integrate COVID 19 learnings into the business. If there is a Strategic Plan on The Shelf, which we refer to as SPOTS, [...]

How Can I, as a Car Dealer, Be More Pro-Active When Business Disruption Events Happen?

2020-11-19T21:38:46-06:00By |Advisor Collaboration, Burning Questions, Video|

There is an old adage, “Never let a good crisis go to waste,” and COVID-19 is providing a lot of opportunity for us to learn and protect ourselves from a future crisis. Back in 2008-09 businesses learned the importance of having cash on hand, minimizing costs, cross training talent and [...]

What Can Businesses Do To Prevent a COVID Like Interruption in The Future?

2020-11-17T20:11:18-06:00By |Advisor Collaboration, Burning Questions, Leading Your Business Through Transition, Video|

The unfortunate reality of a crisis, like COVID-19, is not every business survives. It is sad, but it is part of the correction that takes place when markets might be saturated, or where there might be underperforming units. Owners can work towards protecting themselves in the future by leveraging what [...]

What Can Car Dealers Do to Prevent Interruptions, Like COVID, In the Future?

2020-11-17T20:56:41-06:00By |Advisor Collaboration, Burning Questions, Video|

Technology is one of the biggest areas of change for dealers coming out of COVID-19. Digital and online technology has enabled dealers to provide an enhanced and unique customer experience while keeping employees and customers safe. Customers are able to browse and buy vehicles, navigate the F&I process, schedule pick-up and [...]


What is Changing In the Areas of Estate Tax?


Planning Opportunities To Take Advantage of Now


Leadership in Uncertain Times

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