Planning Giving Initiatives
Every community has worthy nonprofit organizations that can benefit immensely from the time and talents of teams. Giving back to the community is a meaningful and fun way to build…
Business Valuation
What exactly is a business valuation? Most owners understand a valuation as an appraisal of sorts, and valuations do determine the value of the business based on the valuation’s intended…
The Importance of Cashflow Forecasting
The Importance of Cashflow Forecasting The management of cashflow is an all-too-common stressor on business owners, yet the problem can be mostly resolved with time invested in planning. We hear…
Business Fundamentals: Mergers & Acquisitions (M&As)
The terms “merger” and “acquisition” each refer to the joining of two companies, but there are key differences between the two. Merger – Two separate entities combine forces to create a…
Peace of Mind, Even When Disaster Strikes
When we begin working with a business owner, our first step is determining the “de-risking” measures needed to solidify the company’s foundation. We initiate this challenging conversation by asking important…
Honing Your Financial Coping Skills
It may start with a small, nagging voice in the back of your mind. You might feel an ongoing tightness in your shoulders and neck. Both symptoms — and many…
Recommended Reading
Dale Carnegie’s 1936 book “How to Win Friends and Influence People” is a classic guide to interacting with others. There’s much we can learn from Carnegie, who touted relationship building…
Improving Face-to-Face Sales
A successful sales presentation creates unparalleled optimism. The feeling of a handshake when you’ve closed a deal and are embarking on a new business relationship is unbeatable. The benefits of…
Personality Profiles as a Hiring Tool
Personality profiles, also known as personality assessments or surveys, can be a useful tool to assist with the hiring and development of quality candidates. Whether you’re looking to streamline the…
Creating a New Plan
Let’s start with a functional definition of planning: A basic management function involving formulation of one or more detailed plans to achieve optimum balance of needs or demands with the…