Handing Over the Reins: How to Develop a Succession Plan for Your Business


Succession planning is defined as a process for identifying and developing new leaders in a company should current leaders leave, retire or die. While planning for such a big change can seem daunting, succession planning can also be “a great opportunity to maximize opportunities and create a multi-generational institution that embodies the family’s values and … Continue reading Handing Over the Reins: How to Develop a Succession Plan for Your Business

Strategic Planning Basics


The key to understanding a Strategic Plan is that one size does not fit all. You can’t buy it off the shelf, and there is not a template that meets all companies. Here are some fundamentals to consider when starting your strategic plan: What do you want to accomplish? What is the time frame to … Continue reading Strategic Planning Basics

Financial Pros & Cons of Saying ‘I Do’


The Financial Pros & Cons of Saying, ‘I Do’ Some people think it’s un-romantic to discuss money matters before tying the knot. But it doesn’t have to be.  And if you can’t seem to agree on how you will handle finances, consider pre-financial counseling with a professional specifically trained in this area. Your local banker … Continue reading Financial Pros & Cons of Saying ‘I Do’