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Category Archives: Succession Planning

Apr 19 2023

Succession Planning Creates Transition Success

Throughout 2022, trends such as the Great Recession and Quiet Quitting were rampant. In 2023, retaining top talent and planning

Jun 26 2022

Thinking of Selling? First, Understand Your EBITDA

If you're looking at selling your business, one of the things that's important for you to understand is how you

Apr 03 2022

Perfecting Your Exit Strategy: A Case Study

Every business owner knows he's going to leave his business eventually, but how a business owner does so, is a

Mar 06 2022

How a CFO Can Help Sell Your Business

How a CFO Can Help Sell Your Business For many business owners, selling their business goes a lot deeper than

Feb 07 2022

Success, then Succession

When you start a business, the end goal is to create value, generate profits, and provide a livelihood for yourself. 

Feb 06 2022

Succession Planning: Preparing to Exit Your Business

A study conducted by the Financial Planning Association shows that within five years of retirement, 60% of advisors do not

Nov 11 2019

The Business Breakup: Founders Must Consider the Possibility of Divorce

Entrepreneurs, start-ups, and founders of privately held businesses can be excellent at projecting and planning for the success of their

Oct 08 2019

Are You Managing These Three Critical Business Risks?

As a business owner, you face Business Risk on a daily basis. Here are three business risks that you must

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