We know it’s essential to have an estate plan that designates what happens to our assets when we die. How does your business fit into this plan? In many cases, the company is ignored. It passes through the estate to the heirs – but your business needs management until it can be sold or wound... View Article
Key Performance Indicators (KPIs) are the metrics that provide visibility on progress toward your business’s goals. Getting the right KPIs in place can help accelerate growth by shifting focus toward what’s truly important — enabling you to make informed and impactful decisions. But how does a business decide what the right metrics to measure are?... View Article
In an increasingly connected global marketplace, data for many companies has become simultaneously one of the greatest assets and one of the greatest risks. Data privacy and cybersecurity are rapidly shooting to the top of the list of concerns that keep business owners and CEOs up at night. According to Deloitte’s 2018 Global Risk Management... View Article
When businesses are caught up in the busy day-to-day of bringing sales in the door and getting client work performed, the specifics of contracts and agreements can get lost by the wayside. However, paying greater attention to the processing of contracts, as well as their substance, can prove to be a revenue generator. Join us... View Article
The first few years of business are a whirlwind. Hiring employees, building your client list, and optimizing operations take time and money, and more often than not businesses run in the red. However, once you’ve built a solid foundation for your company, it’s time to shift your focus toward profitability. Join us as we discuss... View Article
Deferred compensation plans can solve and avoid compensation problems, contribute to a greater rate of growth and profitability, and increase the probability of attracting and retaining key personnel. While not a cure-all, deferred comp plans can be an important part of the arsenal that helps achieve the objects of the CEO. Join us for a... View Article
What does it take to executive flawlessly? Learning to delegate, set expectations, hold people accountable, develop courage and resiliency, and coach and motivate teams are all strengths that great leaders cultivate. But how do they learn? In our no-fail society, we often try to “tell” developing leaders how to do their jobs versus working with... View Article
Pricing Guru Mike Pritchard, expert in pricing models and research, will share experiences from working with large and small companies, supported by actual customer and market research, to help you incorporate scientific pricing approaches into your pricing decisions. You can expect a lively discussion with answers and actionable steps regarding how to: Examine if pricing... View Article
Q: If a business owner takes one piece of information from this event home with them, what is the most important? Shahar: Taxes are not a “Dead End.” Planning and Financial maintenance is like health care. If you are proactive and take good care of how healthy and clean the business is – it will... View Article