News & Insights
What is a Business Valuation?
September 26th, 2022
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By Jeff Allen |
Consulting |
Succession Planning
What is a business valuation? It sounds like a straightforward question, right? A business valuation comprises several different – and critical – pieces that come together to assess a business’s […]
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Things to Consider if You’re Thinking of Selling Your Business
September 9th, 2022
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By Dennis Theis |
Succession Planning
If you’re thinking about selling your business, start planning early and have well-defined goals in mind. That’s the most important advice I can give you. Why? Because it takes more […]
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Calculating and Maximizing Business Value Webinar
September 23rd, 2021
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Succession Planning
Webinar overviews critical factors impacting business value and how you can take action to impact value positively. Learn techniques to maximize the value of your business and gain knowledge about […]
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How to Plan for Succession: Paving the Way for Continued Prosperity
September 17th, 2021
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Estate Planning |
High Net Worth |
Succession Planning
Proficient chess players begin each game with a clear strategy that prepares multiple moves in advance. While each move is designed to set up the next, a strategic chess player […]
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The Long and Short of Succession Planning
July 2nd, 2021
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Succession Planning
For many business owners, putting together a succession plan may seem like an overwhelming task. It might even seem unnecessary for relatively young people and have no intention of giving […]