Family business owners often ask us what they can do to increase the value of their business and ensure a fair price if and when they put their business on the market. In addition to making sure you have successful products and services, there are actions you can take to increase both the value of the business and the likelihood that you will realize that value. Complete Article

The title of this article doesn’t sound quite right does it? The purpose of a buy-sell agreement is to provide peace-of-mind for shareholders. In theory, these “agreements” should provide relatively easy business transitions from one shareholder to another. Often, however, these well-intentioned documents fail business owners in highly emotional times (death, divorce, disability, retirement, etc.) and provide anything but peace. Complete Article

Do you work with a trusted estate or tax attorney? Have you found a CPA who speaks your language? Does your insurance agent really give you ‘peace of mind’? Many small business owners have voiced some frustration in finding and working with professional advisors. Trust is not always high and there is often a disconnect in the language spoken by advisors – whether it is the use of ‘legalese’ or financial jargon that can be confusing at best. Complete Article

Recommended as "the executives fast-track to mastering spreadsheets, budgets, forecasts and investment metrics". Book Review by Luke Stewart