You built your business from the ground up, you’ve led it through successful times, and eventually you’ll want to pass it on to the next generation of your bloodline. Even if you’re a decade away from even considering retirement, you need to start thinking about succession planning. Succession planning has various bases that need to...Read More

With all great advancements, there must be a little push back. And this holds true especially when it comes to technological breakthroughs that have made business functions easier and consumers happier. However, the booming Digital Age does come with some setbacks; while we are more connected than ever before and many processes are becoming fully...Read More

Every year around this time, business leaders across the U.S. are sweating thanks to Tax Day. Even if you have a professional who handles your finances and taxes, an audit is always possible. We even detailed some common mistakes that can trigger an audit in this February blog post. While the chances of an audit...Read More

Part of being a great business leader is having a plan in place for every situation imaginable, in fact it’s just smart. Your company could fall victim to natural disaster, technical failure, human error, or fraud. But having a disaster recovery plan in place can save you big time and help your organization avoid detrimental...Read More

Many great companies got their start with a hands-on approach. And business leaders are used to doing it all. Or at least they figure out how to do something if they didn’t already know how. But although hard work and passion will only carry your company so far, there will eventually come a point in...Read More

When seeking a financial advisor, you are essentially beginning a partnership. Even if you have some experience navigating finances, you are pretty much putting your business and its future in the hands of your new guide—which is why it’s crucial that you partner with an advisory team you trust. Cultivating trust is one of the...Read More

Business valuations are no simple task, there are lot of areas to cover and many aspects to consider. While some business owners try to take on this project themselves, we don’t recommend it. You may miss some important things that could end up costing you big. However, we do believe and encourage all of our clients...Read More

CFO’s make your company smarter, can help you grow faster, and provide you with an all-around solid strategy for achieving success. Even if you feel your business can’t bring on a CFO, hiring a CFO consultant is a great option—and can give your business valuable insight. With that being said, all CFO consultants aren’t the...Read More

2019 is just another chapter of the Digital Age we’re living in. And with this age of great technological breakthroughs and accessibility, it’s easy to forget just how big of a deal some of our devices really are. With online banking, cash apps, and notes that sometimes store passwords and important info at our fingertips,...Read More

Tax season is upon us. And while crunching numbers and sitting down to prepare your tax return can be stressful, we’ve come to find that most people are actually worried about mistakes that could trigger an audit. However, we have a few items to keep in mind to keep your IRS anxiety at bay. Before...Read More