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...
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What Sets Us Apart
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...
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The Basics of Private Placement Life Insurance By Ben Rainey Private Placement Life Insurance (PPLI) is a unique and niche solution that allows for tax-efficient investment opportunities. Our multi-disciplinary advisory…
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…
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…
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...
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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...
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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,...
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Estate Plans and Succession Plans … Same Thing, Right? Not on Your Life! Estates with an operating business require succession planning to achieve full clarity By Tim Young & Michael...
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Executive Compensation – What Business-Owners Need to Know By Peter Miterko Many public and privately owned companies have experienced explosive growth and outsized profitability in the last decade. Owners...
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