As baby-boomer business owners approach their 60s, their thoughts often turn from an “achievement” mindset to one of “quality of life” values and concerns. It becomes a time of reflection — a time to sort out life’s purpose and values, and to determine when enough is enough. As business owners begin to think about this…
July 24, 2015
Protecting and Preserving Your Business for the Future— Presented by: Kathie H. Okun Building a successful business takes commitment, dedication, and a lot of hard work. And like anything of value, it must be protected – but not only against current risks such as fire or theft, but also against less tangible hazards such as…
Jul 24, 2015
It depends on what study you read or who you listen to, but there is a fact facing many employers – There are 76 million people born between 1946 through 1964, commonly referred to as the baby boomers. By many estimates, 9.2 million business owners are over 50 years old and An estimated 8 million…
Jul 24, 2015
By Paul Cronin, COO – Successful Transition Planning Institute My business partner, the author Jack Beauregard, and I recently had breakfast with Lorraine McGregor from Vancouver, BC Canada. Lorraine is the author of books on Exit Planning and Entrepreneurship, as well as an experienced business consultant. We were all discussing why so many business owners were delaying (the…
Basic premise is all of the issues outlined below are best reviewed and where possible addressed (either by solving or by developing an explanation to assure Buyer you have the issue managed) well in advance of going to market. Continue reading… Originally posted by Michael P. Gallagher on March 31, 2015 at 12:44pm
Jul 24, 2015
4 Ways to Overcome Strategy Execution Roadblocks Does this sound familiar to you? You’ve held your strategic planning meeting with your management team late last year, identified key strategic projects, assigned responsibilities and you were off and running. Everyone was on board, or so it seemed. What’s happening? Why are we not making any progress…
Jul 24, 2015
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How many decisions do you make every day? According to Cornell University researchers: more than 35,000. Every. Single. Day. Decision-making is one of a CEO’s most important jobs, and one of the easiest to do wrong. It doesn’t have to be like that though. Here are 5 tips to improve your decision-making effectiveness – and help you…
Unlock the Potential of Buy-Sell Agreements and Estate Taxes with Premium Financing As a professional in the premium financing life insurance industry, staying informed about the strategies that can benefit your clients the most is crucial. One such strategy is premium financing, a powerful tool for paying estate taxes and fund buy-sell agreements. Join us…
Last month, the Boston Regional Office of the National Labor Relations Board (the “NLRB”) ruled that members of the Dartmouth men’s basketball team are employees and as such have the right to unionize. Wasting no time, yesterday, the Dartmouth men’s basketball team voted 13-2 to unionize. Many educational industry onlookers saw this as the necessary…
On February 21, 2024, the National Labor Relations Board (“NLRB”) ruled that Home Depot violated the National Labor Relations Act (“NLRA”) by terminating an employee who refused to remove the hand-drawn letters “BLM” (Black Lives Matter) from their work apron. This employee was one of several employees who concurrently drew BLM on their work aprons….
Program produced by XPX South Florida. Our Speaker: James F. Higgins, Jr.Managing DirectorPilot Hill Advisors LLC Jim Higgins is a co-founder of Pilot Hill Advisors LLC where he specializes in designing, financing, and executing internal buyout transactions for privately held companies utilizing an Employee Stock Ownership Plan (“ESOP”) structure. Jim has advised over 175 companies…
In our prior article, the details of the new test for determining who is an employee and who is an independent contractor was laid out click here. As of last week, that rule is effective. Now clients are asking how we got here and what comes next. Here are our thoughts. Effective March 11,…
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