Opening Cases with a Business Valuation and Buy-Sell Review
The goal of this month is to provide you with a turnkey process to incorporate more effective business planning into practice. There are plenty of opportunities out there.
Long-Term Business Planning
Many business owners never make a plan for how to run the company after a misfortune occurs. Let's fix that with long-term business planning.
The Basics of Buy-Sell Agreements
Business owners today are either not taking advantage of buy-sell agreements, or worse, they’re not properly funding their current policies. Let's fix that.