3 Steps to a Killer Vision Statement

Whenever I do a Vision/Strategic Planning session/workshop for my clients, I insist the owner kick off the meeting by providing the group with their Vision for the business.  Whether they already have one or not doesn’t matter.  The vision is the essential ingredient for any business to be able to create or refine a strategic […]

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“The Call” Will You Be Ready?

You just received an offer for your business…now what?  If it hasn’t happened to you yet, it probably will…IF your business is something worth buying.  It sometimes starts with a casual conversation with a competitor or it could be an unsolicited call from an investment banker on behalf of a client, or from another direction […]

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The Edge – September 2012, Tax Changes in 2013 Will Affect your Transition; Forewarned is Forearmed

From a tax, estate and gift planning perspective, January 1, 2013 is like seeing a very scary, giant, thick fog bank on the horizon. We don’t know for sure what is on the other side. One of the great challenges of managing a business transition is the complexity that accompanies the transaction. One of the […]

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