One of the biggest misconceptions about succession planning is that every person on the succession chart is expected to step into a leadership role
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As business owners increasingly embrace artificial intelligence to improve efficiency and accelerate growth, an important question often goes unasked: What happens when the business
AUTHOR REPRINT How Documenting Business Context Changes the Quality of AI Decisions By Dianne D. Campbell, July 29, 2026 Originally published as a two-part
I got a call from an attorney the other day, asking for help with one of his clients. The client would like to retire,
The Hidden Deal Breaker When business owners prepare to sell their company, they want to maximize their company’s value; they often focus on revenue,
And It Has Real Business Performance Consequences. Meetings often consume your team’s most focused work time, but they’re costing you more than time. We
One of the most mystifying characteristics of the contemporary workplace is how little career advancement actually happens. A survey by the Pew Research Center
Here’s something I see more often than not: When the founder of a privately held business announces their retirement, suddenly several long-tenured senior leaders
A new CRO joins the organization, with marketing falling under his Go-To-Market (GTM) domain. Like many new executives, he’s questioning everything: “Are we running
By Ladd Hirsch on March 30, 2026 Majority owners and minority investors act wisely when they negotiate and adopt a buy-sell agreement (BSA) at the time the
As part of an emergency certification bill, Connecticut passed a new warehouse quota law effective July 1, 2026. Connecticut joins California, New York, Minnesota,
In many midsize, family-owned succession deals, the biggest threat isn’t market conditions — it’s silence. Unspoken expectations, family politics, and unaddressed conflicts routinely shave
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Every business owner has someone in mind when asked, “Who will lead this company next?” The answer usually comes quickly. “Our VP of Operations.”
Before a buyer ever sees the CIM, they’ve looked the company up. Probably more than once. They’ve been on the website. Scrolled the owner’s
By John Chionchio, Partner — WealthPoint Business Advisory Services If you’re a successful business owner, one of the most important financial decisions you’ll make
By John Chionchio, Partner — WealthPoint Business Advisory Services If you own a successful privately held business, you’ve probably spent years learning how to
Most of what discounts a business comes with someone assigned to fix it. Messy financials get a CPA. Legal exposure gets an attorney. A
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