Whether You Sell Your Business or Not, the Planning Is the Same
Mar 8, 2023
There are many things for you to consider as you think about the future of your business ownership: When is the right time to move on? How much money
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There’s More to Business Than Money: Values-Based Goals
Feb 13, 2023
Successful business owners often want more than just the maximum amount of money they can get. These owners have deeply ingrained values-based goals
Why Make Your Business More Valuable Without You?
Feb 13, 2023
Businesses that rely on their owners as the primary source of success are common. They’re also the most dangerous kind of business to own when you
Ingredients to Jumpstart the Planning Process
Feb 8, 2023
Taking on any large project can be manageable when you have a reliable process in place. When deciding to exit your business, for example, you will
Deal Killers: Catch Them Before They Harm Your Future
Jan 23, 2023
Preparing your business for a successful future often goes hand in hand with preparing your business for a successful sale. No matter whom you sell
Is a Family Transfer Right for Your Business?
Jan 23, 2023
When planning for the future, you have a wealth of options related to who should continue to run your business. Many business owners’ plans fall
Walk Before You Run: Phased Planning
Jan 23, 2023
Planning for a successful future without your business is a smart strategy. One of the traps that business owners commonly fall into as they begin
Ready or Not: Why Planning Now Beats Planning Procrastination
Oct 10, 2022
All successful business owners must eventually face a stark reality: One day, they will no longer run their business! If this idea makes you uneasy,
Building an Advisor Team That Works for You (Not Against Each Other)
Oct 10, 2022
Building a business is challenging enough as it is. With the right Advisor Team, you can focus on business challenges while your advisors create
Becoming More Recession Resistant Through Planning
Oct 10, 2022
The last two-and-a-half years have been tumultuous, and owners of small to mid-sized businesses have borne the brunt of the pain. Though few people
Value Driver Series #4: Strategic Thinking and Execution Planning
Jul 15, 2022
Dan Reiter, CFP®, CPA, CExP, CVGA This writing is the fourth and final in our discussion on improving the planning component of a business. In our
Value Driver Series #3: Strengths, Weaknesses, Opportunities, and Threats
May 17, 2022
Dan Reiter, CFP®, CPA, CExP, CVGA Planning In Value Driver Series #2: Planning and Core Purpose and Values, we describe the importance of having core