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News & Posts

Onboarding isn’t just about shaking hands on day one or drowning your new hires in an ocean of paperwork and procedural manuals. Take it from us, onboarding is about igniting the spark from the moment your new team members step through the door. In this blog, we correct 4 common misconceptions about team member onboarding to…

Unleashing the Power of Collaboration Today, we’re diving deep into a powerful quote by Jim Stovall that packs a serious punch: “You need to be aware of what others are doing, applaud their efforts, acknowledge their successes, and encourage them in their pursuits. When we all help one another, everybody wins.” Are you ready for…

Do You Need a Virtual CFO? Every company must find an efficient way of handling accounting and bookkeeping functions. For many businesses, an outsourced accounting solution makes good business sense and provides much needed support with financial management. Some businesses and high net worth individuals will want to take their financial operations to another level…

ERTC Enforcement and Withdrawing a Claim The Employee Retention Tax Credit (ERTC) was introduced during the COVID-19 pandemic as a tax incentive for businesses to keep employees on their payroll. To qualify, a business must have suffered financially or experienced operational disruptions because of COVID restrictions. Even though it has since expired, it’s still possible for…

Introduction Running a small business is like navigating through different seasons – there are sunny days full of triumph, and then there are stormy days that test our resilience. One key factor that can make a world of difference in weathering any storm is having the right team members by your side. Just like bad…

As we noted in Part 1, finding people with the right strengths is important to help your business grow and succeed.  As you integrate the right engagement structures to ensure that your people will stay with your company for the long term, we want to explain the importance of onboarding in exit planning. We call…

“I’m planning on selling my business, where should I start?” We get this a lot. Almost every company has gotten the call “I want to buy your business”. You need to step back, think, and plan. You need to understand the process and what lies ahead – before you act. Your business is likely your…

As a business owner, it’s important to start planning for your eventual exit from the company as early as you can. Whether you plan to sell the business, pass it down to family, or find new leadership, how well you onboard new managers and prepare your successors plays a key role in a smooth transition….

BENEFICIAL OWNERSHIP INFORMATION REPORTING CORPORATE TRANSPARENCY ACT SUMMARY One of the unique and often attractive features of a Limited Liability Company can be anonymity.  In most states, formation and registration of an LLC does not require disclosure of the owners or officers.  For various reasons, legitimate and not so legitimate, the owners of a business…

Mergers and acquisitions are successful because the subsequent integration provides value. The Board of Directors of the acquiring firm plays an important role in ensuring that the Executive Team has a good integration plan and implements it effectively. In addition, board members can be a great resource for those executives as they may have experienced…

We have been asked to explain our product and services on multiple occasions.  For those interested, you may find this episode to be a good listen, as it fully explores our services and how our involvement can significantly benefit your client. While this particular episode deals with land sales, the concept is universal to the…

Your best competitive advantage is your people. But are you truly empowering your team to drive sustainable growth? As a strategic workforce planning and onboarding expert, I’ve seen firsthand how critical it is to align your employees’ strengths and passions with well-defined roles. This not only boosts employee ROI and retention but also unlocks innovation…

Selling a small business can be tough.  One of the biggest obstacles to a successful business transfer is the lack of a strong team.  Without a competent and reliable team buyers may hesitate to invest in the business.  Owners should focus on building a workforce structure that can help drive the business forward.  Potential buyers…

Exit strategy planning is an essential part of any business owner’s long-term strategy. Whether you’re planning to sell your business, retire, or pass it on to the next generation, the key to a successful exit is maximizing the value of your business. One critical factor in determining the value of a business is human capital….

Whether you are advising a company preparing for a future sale, or working with a new acquisition, it is helpful to understand the value that independent board directors can bring – for M&A, growth, strategy, and more.  See more at: Optimize the Value of Your Company’s First Independent Directors | Private Company Director   Steven…

No attention to exit strategy. No attention to value creation. “I am tired, and I want to sell but I don’t know what it’s worth or how to design an exit strategy for selling my business.” We hear this from business owners over, and over again. To sell your company, to make it both sellable and…

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