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Want Drama? Don’t Prepare for Estate Taxes

By Michael KennethEstate Tax, Know your story, Legacy Planning, Succession PlanningNo Comments

Want Drama? Don't Prepare for Estate Taxes By Tim Young & Michael Kenneth There’s something out there. Something looming. You can’t quite put your finger on it. But the air...

September 18, 2023

The Care and Feeding of Employees During a Transition

By Michael KennethBusiness Planning, Exit Planning, Know your story, Leadership, Succession PlanningNo Comments

Employee engagement and communications are core cultural assets By Tim Young & Michael Kenneth Transitions can be tough for employees. But they don’t have to be. Whether it’s an outright...

June 27, 2023

person lighting 4 100 dollar bills on fire

What’s Your Business Worth?

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

What’s Your Business Worth? Really? Will it be enough to meet your needs post-exit? How do you know? By Tim Young & Michael Kenneth As humans, it would seem that...

April 26, 2023

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Business Advisors Actually Do What They Propose

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

Business Advisors Actually Do What They Propose A look at the difference between business advisors and management consultants By Tim Young & Michael Kenneth Way back in the 2000s, global...

March 28, 2023

Epiphany! You’re Managing an Asset, Not Running a Business

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

Epiphany! You’re Managing an Asset, Not Running a Business By Tim Young and Michael Kenneth We’ve all had those moments—those epiphanies—when seemingly out of the blue something becomes crystal clear....

February 22, 2023

Exit Planning Is Too Important to Be a New Year’s Resolution

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

Exit Planning Is Too Important to Be a New Year’s Resolution Make it a Strategic Priority; Use an Experienced Exit Planner to Get It Done By Tim Young and Michael...

January 20, 2023

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Strategic Planning as a Concept & Practice

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

Strategic Planning as a Concept & Practice What does Strategic Planning really mean? By Frank Caputo Strategic Planning as a concept and practice, has been evaluated and discussed from many...

January 10, 2023

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

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