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The work that we do is based strongly on having our Clients understand their needs and have clarity about what their wants are. This becomes even more difficult when we’re working with a business where there are partners and the partners may have different ideas of what their business and personal goals are.
This difference [...]
Filed under: Family Business, For Business Advisors | Tagged: business psychologist, partner negotiation | Leave a Comment »
We are now one week ahead of national planning month. Or, at least that’s what I call December.
Many of us are obsessed with annual planning. I also think this particular obsession happens to be a very good one. Annual planning helps us understand the who, what, when and where of our business. [...]
Filed under: For Business Owners, Time Management, Value Creation, Wealth Management | Tagged: budgeting, strategic planning | Leave a Comment »
I admit it, I’m a change junky. I love change. Nothing makes me happier than finding a new way of doing something and then implementing that change to improve our service.
There is only one problem with this love of mine. Everyone else in our organization hates change. They hate to see things change because change [...]
Filed under: For Business Owners, Value Creation | Tagged: chanage management, change, crm, employee relations, systems | Leave a Comment »
I recently completed reading another book on asset protection. (Asset Protection – Concepts & Strategies for Protecting your Wealth) This one made some very good points.
Among them was asset protection needs to be part of a larger strategy. If you do an asset protection strategy just to protect assets, the courts will [...]
Filed under: Asset Management, Estate Planning, Family Business, For Business Advisors, Risk Management, Wealth Management | Tagged: asset protection, business structure, Estate Planning, Risk Management, tax planning, Wealth Management | 1 Comment »
I write a monthly newsletter for business owners and one for personal planning issues. We send this newsletter to about 1,200 people and every issue is read by about 25% of our data base.
Both of theses newsletters take a fair amount of work to put out. We have to write them and then go through [...]
Filed under: Exit Strategies, Financial Planning, For Business Owners, Value Creation, Wealth Management | Leave a Comment »
I ate lunch today at a restaurant that I haven’t gone to in several years. One of the people I was with recommended this place and said they had changed.
Yes, the restaurant has changed. The food was among the best in town and the decor was actually comfortable. Last time I ate there, the food [...]
Filed under: For Business Owners, Marketing, Value Creation | Leave a Comment »
For many the goal in running a business is to make the business as valuable as possible and then sell out for a ton of money. One of the best ways to do this is having your company go public, then have a larger fish gobble up your company at a very large multiple.
In my [...]
Filed under: Capital Structure, Ethics, Exit Strategies, Risk Management, Value Creation, Wealth Management | Leave a Comment »
I just finished reading The House of Mondavi by Julia Flynn Siler. A friend of mine strongly recommended the book as a primer on what not to do if you own a family business.
Although this family was and may certainly still be dysfunctional in many ways, it certainly did build a very large [...]
Filed under: Capital Structure, Estate Planning, Exit Strategies, Family Business, Legacy, Wealth Management | Leave a Comment »
