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Want to Get Out Someday? Get All In Today

By Michael KennethBusiness Planning, Collaboration, Exit Planning, Family Business, Know your story, Succession PlanningNo Comments

Want to Get Out Someday? Get All In Today Plan for your exit as if your business is for sale now By Michael Kenneth When it’s time to sell the...

November 14, 2022

Remove the Blinders: The Value of Collaboration Amongst Trusted Advisors in Succession Planning

By Michael KennethBusiness Planning, Collaboration, Family Business, Know your story, Succession PlanningNo Comments

Remove the Blinders: The Value of Collaboration Amongst Trusted Advisors in Succession Planning By Joe Liggett If you have seen a horse wearing blinders, you may be wondering why some...

October 31, 2022

There is More to an Exit Strategy than Spaghetti Carbonara

By Michael KennethBusiness Planning, Collaboration, Family Business, Know your story, Succession PlanningNo Comments

There is More to an Exit Strategy than Spaghetti Carbonara There are a host of business exit strategies and options; asking key stakeholders the right questions leads to the...

October 12, 2022

All Roads Don’t Lead to a Third-Party Sale

By Michael KennethBusiness Planning, Collaboration, Family Business, Know your story, Succession PlanningNo Comments

All Roads Don't Lead to a Third-Party Sale By Michael Kenneth When most business-owners think about exiting their business, there is typically only one option they think of – selling...

September 14, 2022

Private Placement Life Insurance Basics

By Michael KennethEstate Tax, Family Protection, Financial Security, Know your story, Legacy Planning, Life Insurance, Tax

The Basics of Private Placement Life Insurance By Ben Rainey and Aidan Elliott Private Placement Life Insurance (PPLI) is a unique and niche solution that allows for tax-efficient investment opportunities….

September 8, 2022

Life Insurance Policy Reviews

By Michael KennethEstate Tax, Family Protection, Financial Security, Know your story, Legacy Planning, Life Insurance, Philanthropy, Tax

The Importance of Life Insurance Policy Reviews By Ryan Barradas Life insurance is an important part of an overall financial plan. Regular life insurance reviews performed by an experienced professional…

August 31, 2022

Life Insurance Basics

By logicaladminEstate Tax, Family Protection, Financial Security, Know your story, Legacy Planning, Life Insurance, Philanthropy, Tax

Life Insurance Basics: Life Insurance Pricing and Policy Mechanics By Ryan Barradas Originally posted May 2015; Revised August 2022 The pricing of life insurance policies is complex and dynamic. There…

August 9, 2022

What’s Culture Got To Do With It?

By Michael KennethBusiness Planning, Collaboration, Family Business, Know your story, Succession PlanningNo Comments

What's Culture Got To Do With It? By Joe Liggett Nap Pods & Ping Pong Consider this: corporate culture is the only sustainable competitive advantage that is completely within the...

August 4, 2022

Bell Had Watson: Business Succession Isn’t All About You

By Michael KennethBusiness Planning, Collaboration, Family Business, Know your story, Succession PlanningNo Comments

Bell Had Watson: Business Succession Isn’t All About You Succession planning begins with understanding the goals and needs of all stakeholders By Frank Caputo It’s your business, right? You had...

July 12, 2022

Stakeholders in Succession Planning – What Is In It For Them?

By Michael KennethBusiness Planning, Collaboration, Family Business, Know your story, Succession PlanningNo Comments

Stakeholders in Succession Planning - What Is In It For Them? By Jeff Mayhall What is a company stakeholder? By most definitions, a stakeholder is essentially a person, independent party,...

June 2, 2022

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