Business Owner and Executive Review Planning

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.
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Long-term business planning

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.
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Businesspeople shaking hands.

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.
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