Business Value Growth

Calvetti Ferguson hosting an event this week!

Tinsley Dempsey

Sofer Advisors

4 days ago

The second installment of their Angel Investing Series is this Thursday, January 22nd with a focus on founders! This is a unique opportunity to

Jan 20, 2026 1 min read Nashville

Practice Tips

Pre-Engagement Due Diligence: 8 Factors That Undermine Engagement Success

Tom Bixby

EvaluSys LLC 7 months ago

Many advisory client relationships face severe headwinds due to factors such as the client’s previous experience with advisors, attitude toward change, and openness to

Jun 6, 2025 1 min read Charlotte Advisor Resource

Practice Tips

Five reactions to clients, and what they might reveal . . . about both of you

Larry Gard

Done With Work Retirement Coaching and Consulting

10 months ago

Sometimes a cigar is just a cigar . . . a quote mis-attributed to Freud and often used to challenge the suggestion that there’s

Mar 16, 2025 4 min read Chicago

Practice Tips

The Advisory Paradox: How You Can Help Consulting Clients Confront Problems When They Would Rather Look Away

Tom Bixby

EvaluSys LLC 1 year ago

Many consultants/advisors/coaches are serving business owners who resist the notion there might be significant, unrecognized issues in their company, or who believe they needn’t

Oct 31, 2024 1 min read Charlotte Advisor Resource

Business Value Growth

Business Valuation Reality – What is My Company Worth and Why?

David Shavzin

The Value Track

1 year ago

In our first blog in this series, “Selling My Business, What Should I Expect,” we talked about what to expect in the sale process

Jun 10, 2024 13 min read Atlanta

Business Value Transfer

Understanding Main Street and Middle Market Companies

John Dini

The Exit Planning Coach

2 years ago

A common area of confusion among advisors is understanding the difference between a “Main Street” business, a “Middle Market” business and a “Mom and

Aug 20, 2023 4 min read San Antonio

Owner Life & Legacy

The Challenge of Lack of Owner Readiness

Richard Strautman

Stony Hill Advisors

3 years ago

The problem that sometimes occurs when working with a business owner who is considering exiting their business is the strong link between the owner

Oct 18, 2022 1 min read Long Island

Business Value Growth

Successful Business Exits Require 3 Dimensions of Readiness

Matt Dimock

International Exit Planning Association

3 years ago

After fifteen (15) years of training advisors and working with business owners, the IEPA has been involved with more than 100 exit plans. One

Mar 29, 2022 4 min read Greater Boston

Practice Tips

Assessing the Advisor-Client Relationship: Consider the Client’s Persistence

Larry Gard

Done With Work Retirement Coaching and Consulting

3 years ago

Ninth article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable. Whether helping

Mar 23, 2022 4 min read Chicago

Practice Tips

Assessing the Advisor-Client Relationship: Consider the Client’s Self Efficacy

Larry Gard

Done With Work Retirement Coaching and Consulting

3 years ago

Eighth article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable. Whether helping

Mar 16, 2022 3 min read Chicago

Practice Tips

Assessing the Advisor-Client Relationship: Consider the Client’s Ability to Resist Pressure from Stakeholders

Larry Gard

Done With Work Retirement Coaching and Consulting

3 years ago

Seventh article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable. Whether helping

Mar 7, 2022 4 min read Chicago

Practice Tips

Assessing the Advisor-Client Relationship: Consider the Client’s Openness to New Ideas

Larry Gard

Done With Work Retirement Coaching and Consulting

3 years ago

Sixth article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable. Whether helping

Mar 2, 2022 4 min read Chicago

Practice Tips

Assessing the Advisor-Client Relationship: Consider the Client’s Tendency to Procrastinate

Larry Gard

Done With Work Retirement Coaching and Consulting

3 years ago

Fifth article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable. Whether helping

Feb 25, 2022 5 min read Chicago

Practice Tips

Assessing the Advisor-Client Relationship: Consider the Client’s Future Time Perspective

Larry Gard

Done With Work Retirement Coaching and Consulting

3 years ago

Fourth article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable. Whether helping

Feb 21, 2022 3 min read Chicago

Practice Tips

Assessing the Advisor-Client Relationship: Consider the Client’s Attitude Toward Change

Larry Gard

Done With Work Retirement Coaching and Consulting

3 years ago

Third article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable. Whether helping

Feb 14, 2022 4 min read Chicago

Advisory Relationship

Calvetti Ferguson hosting an event this week!

Pre-Engagement Due Diligence: 8 Factors That Undermine Engagement Success

Five reactions to clients, and what they might reveal . . . about both of you

The Advisory Paradox: How You Can Help Consulting Clients Confront Problems When They Would Rather Look Away

Business Valuation Reality – What is My Company Worth and Why?

Understanding Main Street and Middle Market Companies

The Challenge of Lack of Owner Readiness

Successful Business Exits Require 3 Dimensions of Readiness

Assessing the Advisor-Client Relationship: Consider the Client’s Persistence

Assessing the Advisor-Client Relationship: Consider the Client’s Self Efficacy

Assessing the Advisor-Client Relationship: Consider the Client’s Ability to Resist Pressure from Stakeholders

Assessing the Advisor-Client Relationship: Consider the Client’s Openness to New Ideas

Assessing the Advisor-Client Relationship: Consider the Client’s Tendency to Procrastinate

Assessing the Advisor-Client Relationship: Consider the Client’s Future Time Perspective

Assessing the Advisor-Client Relationship: Consider the Client’s Attitude Toward Change

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