A CPA should be more than just a service provider handling your tax and accounting needs — they're a true partner in your success in every sense of the term, both personally and professionally. The importance of this alliance is something that cannot be overstated enough. Hear what Mark Puzdrak has to say about proactive…
July 13, 2021 - Earlier today we spent a few minutes looking at the Foundation of Business Value Protection Planning. Two pie charts make up the foundation and they provide you the business owner a good perspective of the importance of your business to you, your family and your key stakeholders. Be sure to download…
July 6, 2021 - This morning John Klick gave an overview of the Entrepreneurial Operating System (EOS) made popular by Gino Wickman in his book Traction. His presentation was broadcast by Craft Beer Professionals and organization founded by Andrew Coplon. The reason for this post is John gave an excellent description of EOS for Craft…
What do you want from your business? Perhaps a better question is are you getting what you want? Owners who are unsatisfied with the results from their business in either money, time, freedom, purpose or people relationships can have better outcomes because there are people who understand how to frame the issues and install the…
“Ask any business owner and they will tell you how important delegation is in managing their business. However, you would be confused when you see the same business owner completing low-impact work each day. In his book The E-Myth Michael Gerber describes 2 distinctive roles a business owner represents, the Technician and the Entrepreneur.” -…
If you are a business owner wanting to take your company to the next level, get unstuck or simply looking to sharpen your edge then these next few minutes are well worth your time. I want to introduce you to Erick Swick. Eric is a licensed CPA and lifelong business strategist whose mantra is “helping…
In the next 10 YEARS more than 10 Million businesses will transfer ownership. Many of those closely held businesses will pass to the next generation of family members. Not every transition is an easy one. In this video we are exploring some of the specific challenges of family successions and I am particularly interested in…
When leaders don’t get along an entire organization suffers. Please take a few minutes to listen to what Chris Sheesley says about resolving workplace conflict. Chris puts derailed working relationships back on track. Owners and executives hire him when they recognize the need to bring in an objective facilitator to transform high-stakes or seemingly impossible…
Every business owner knows someday they will leave their business. Unfortunately a successful outcome is not always achieved. Arnie Hendricks has been a guide to many owners as they prepare to exit their business. Arnie Hendricks has 30 years of senior management experience with a special focus in the financial and operational management of small…
Exiting a business is more than just cashing out. It is personal and it takes planning. Today I explore this idea with Pete McDowell, Partner with RC Advisory Services located in our beautiful Pacific Northwest. This is a continuation of the Three Questions for a Professional series. Thank you Pete for taking the time to…
