Business Continuity: Protecting Client Value
In our contemporary business world, unpredictability seems to be the only predictable element. Business owners, from fledgling startups to well-establ…
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Engaging Business Owners Before, During, & After TransitionÂ
Engaging with business owners is paramount before, during, and after the transition event.
Traditional vs. Digital Marketing: Navigating the Marketing LandscapeÂ
Marketing is the lifeblood of any business. It's how companies connect with their target audience, build brand awareness, and ultimately drive sales. …
9 Ways to Increase Business ValueÂ
Business value is important to all businesses, but it is transferable value – what a business is worth to a buyer without the owner’s presence a…
Getting Good at What You’re Bad at
The Challenge at Hand As a business owner, understanding your competitive advantage and leveraging your strengths are the catalyst behind business success. To sustain that…
2023 BEI National Conference HighlightsÂ
The 2023 BEI National Exit Planning Conference gathered 140 Exit Planning professionals in Denver, Colorado last week. Over three days at the Four Sea…
Fairness in Family-Run Businesses: A Guide for Advisors
For business advisors, the multifaceted world of family-run businesses can be as rewarding as it is complex. One of the most intricate aspects of guiding…
Building Resilience in Uncertain Times: A Guide for Advisors
Businesses, particularly SMEs (Small and medium-sized enterprises), have confronted the trials and tribulations of market disruptions head-on, teachin…
The Importance of Communication in Succession Planning
In this blog post, we'll explore the critical role that effective family communication plays in shaping a successful business exit strategy and what y…
Everyone but the Owner is Ready for Retirement
For a business owner, giving up something they’ve nurtured, grown, and given their life to is extremely difficult.