Blogs and Resources

Your Business Deserves an “Estate Plan”

Your Business Deserves an “Estate Plan”

Drafting a succession plan now can help your business stand the test of time. As a business owner, you’ve invested so much into making your business successful – hard work, time, money, and energy. It’s truly hard to imagine your business without you. But chances are...

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Succession Planning at All Stages

Succession Planning at All Stages

For most business owners, especially entrepreneurs who have founded their business, the word succession is inextricably linked with retirement. There are many myths around succession planning – including the most prominent “I’m not ready to retire.” However, it turns...

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Thinking Outside the Boss

The Power of SBA Pre-Qualified Businesses for the Acquisition Hero The entrepreneurial landscape is witnessing a remarkable shift, with the emergence of the 'Acquisition Hero' - a new breed of business pioneers. These individuals, often emerging from corporate...

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A Good Business versus a Good Investment

When it comes time for a business owner to contemplate an exit from their business, it is important to consider the differences between a ‘good business’ and a ‘good investment’. The next owner of your company will be looking for a ‘good investment’, not just a good...

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Some Exit Planning Statistics to Consider

Business owners are well served in understanding the market forces that will likely impact their attempt to successfully exit their business. In 2009, Richard M. Trottier published a ground-breaking book titled Middle Market Strategies. The statistics that are...

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An Update on Estate Planning and Owner Exits

According to a recent statistic, 99.8% of US households are not subject to federal estate taxes because they fall below the new estate tax exemption limit of $5.43 million per person, or $10.86 million for a married couple (for the year 2015). The increase in the...

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What Does “SMART Goals” Stand For? | EOS

Goals are what keep us motivated and give us something to work toward. There are all types of goals that we make throughout our lives, especially in our professional lives. For instance, many people have a goal of getting a promotion after a certain amount of time at...

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The EOS Model™ | EOS

The EOS business model is a complete, proven system or framework, supported by simple tools to help entrepreneurs get what they want from their business. Regardless of what you do or who you sell to, the EOS Model™ can help you and your leadership reach and exceed...

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The Meaning of VTO™ | EOS

By figuring out what your company needs to grow, you can work toward your goals that contribute to your vision. VTO™ is an easy-to-use tool from Entrepreneurial Operating System® that allows you to look at every aspect of your company's potential and helps everyone on...

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Keeping it in the Family

Keeping it in the Family

Keeping it in the Family For family businesses to succeed and remain in operation from one generation to the next, succession planning is a crucial procedure. Early planning is crucial, and each plan should be customized to meet the particular requirements of the...

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Snow Globe Leadership: Shaken Not Settled

Snow Globe Leadership: Shaken Not Settled

Short Description The need for transformational change in leadership is great and the urgency is even greater. The world is waiting for brave and bold leaders to take the risks of leading in these different and people-focused ways. Description The need for...

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Two Sides to Every Story

Two Sides to Every Story

Two Sides to Every Story I’m sure you’ve heard the phrase, “There are two sides to every story” in your life many times. This phrase has special meaning for business owners who are often faced with the personal side of their story and a business side of their story....

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Charitable Gifting in Exit Transactions

Many business owners consider the wealth that they have accumulated in their businesses not only the product of years of hard work but also the result of blessings and good fortune that others have bestowed upon that owner to help on his/her path to success. And, when...

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