To Lease or Not to Lease?

You’re three years into your five-year lease, and life is good, right? But could it be even better if you started thinking now about what you’re going to do when the lease runs out? If you’re like most owners of closely-held businesses, space requirements will be one of the recurring problems that you’ll face as […]

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Stop your Marketing…A Fresh Approach to Real Growth!

The economy is humming, the signs are good for continued growth, and life is good.  If you own a business, this also means that you and your team are meeting all your numbers, your business is growing, and everything is working smoothly, right?  Too bad the state and national statistics don’t translate directly into sales […]

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Talk About Your Taxes – Be the Life of the Party!

Are you ready to talk taxes? If you’re running a successful, privately-held business, taxes aren’t the topic for lunch conversation that’s at the top of your list. It may not even rank at the bottom of the list. I am sure you will agree that a meeting with a tax advisor who recites the Internal […]

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The Future of Your Business and Your Retirement Depend on it.

Chances are, if you’re like most busy business owners, you’ve probably thought about some level of financial planning or even planning for your retirement. If finding or working with a financial advisor isn’t on your “Important and Urgent” list…it needs to be. Does your team of trusted advisors include someone who helps you manage your […]

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Is Your Banker Your Partner or an Order-Taker?

Life is about building relationships. Indeed, we all have a group of important people in our lives – be it siblings, spouses, or friends – who “make our world work.” They know all there is to know about us, are integral to our well-being, and we cannot imagine life without them. The same can be […]

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