In May 2024, Lauren Beckett, CFP, CVB, CEPA, FPQP, and I attended another Exit Planning Summit, hosted by the Exit Plan...

Mergers and acquisitions benefit companies in many ways, including economies of scale, access to capital, deeper employe...

Forward-thinking companies have invested in search engine optimization (SEO), website engagement, funnels, geofencing an...

Today, the U.S. economy is robust by many metrics (gross domestic product, unemployment, corporate profits). And yet, U....

Running a small business is rewarding but demanding, risky and expensive. Sometimes, those and other challenges can be s...

In 1962, the Peace Corps introduced the slogan “the toughest job you’ll ever love.” Accepting that premise, “bus...

Famed investor Warren Buffet explains that he prefers investing in businesses with a protective “moat” around them. ...

Corporate leadership is typically associated with a single person. The focus is often on high-profile CEOs such as Amazo...

After years of hard work, business owners often look forward to a well-deserved retirement. The typical business owner h...

The Wall Street Journal prime interest rate is currently 8.5 percent, easily doubling potential interest expenses from a...

The Amazonification of American consumerism has disrupted numerous industries. Companies on Main Street, USA often find ...

A well-managed business should not be overly reliant on any one person, including the owner. Often, the business owner t...