Resource Library

Through our 40+ year history, we’ve stayed at the forefront of recognizing clear paths to better outcomes. We encourage you to now read through the content we’ve composed to give you ideas worth considering for the future of your business.

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Using Stock Appreciation Rights to Keep Key Employees

The successful growth of a business and its ability to prepare for a future sale is often dependent on keeping key employees.   As a result, owners frequently resort to offering valued staff an equity interest, contingent on their remaining an employee, as an incentive to...

December 1, 2016


Eight Ways to Exit Your Company

According to Paul Simon, there are 50 ways to leave a lover. Not being as creative as Mr. Simon, we’ve only come up with eight ways for owners to leave their companies: Given the right circumstances, one of these paths may be appropriate for you....

November 30, 2016


The Green Tsunami

As of Tuesday, California, Massachusetts, and Nevada joined Alaska, Colorado, Oregon and Washington, along with Washington DC to legalize marijuana, pushing the percentage of Americans living in states where marijuana use is legal for adults to above 20 percent. As voters in more states embrace...

November 10, 2016


Successful Family Business Transfer

This White Paper describes a model that parents can use to pursue a successful business transfer from one generation to the next. It isn’t the only model that works, but because it depends on six carefully chosen elements, it has the potential for a successful...

October 28, 2016


3 Keys to Identifying a “Key” Employee

This article covers insights pertaining to the unique traits key employees possess, and how to spot them immediately when hiring or looking to delegate more responsibility. It depicts key attributes and moreover what those individuals look for in their careers and employers. Key employee incentive...

October 12, 2016


Transferring Wealth To Children

In their desire to pass wealth to children, business owners are no different than non-business-owning parents. Business owners are different, however, in the tools they can use to transfer wealth. Whether you own a business or not, the fundamental questions are the same: Business owners...

May 23, 2016


Creating Value in Your Business to Get Top Dollar When You Leave It

Did you ever wonder why one business has buyers lined up willing to pay top dollar while another sits on the market for months, or even years? What do buyers look for in a prospective business acquisition? There are many opinions about what attributes or...

April 28, 2016


Transferring Your Company to Key Employees

Owners wishing to sell their businesses to management, (key employees), face one unpleasant fact: their employees have no money. Nor can they borrow any—at least not in sufficient quantity to cash out the owner. As a result, each transfer method described in this White Paper...

April 15, 2016


Death and Taxes vs. Preserving Wealth – The Final Exit Planning Contest

Full disclosure: Wealth preservation planning can’t help any of us cheat death, but it can help business owners to avoid taxes and achieve financial security. Read on. The ideal Exit Plan (one that provides the business exit you desire) includes a strategy to help you...

April 14, 2016