It’s true. Even completed transactions are often considered failures 3-5 years later. Why? The reasons are endless, but in this round-table with Susan Ganz,
Human Capital
Most Leaders Build a Workforce Based on Job Needs, Not Strategic Potential! You look for capable people. Smart people. People who bring skills, experience,
Dianne Chase Founder/CEO Chase Media and Communication In the world of exit planning, mergers and acquisitions, and succession strategies, financials, legal frameworks, and
Hope + Systems = Momentum A hopeful vision without systems of engagement fades fast. When you pair vision with clear roles, feedback loops, and
Leadership transitions are among the most significant—and often most stressful—periods in an organization’s life. Whether planned well in advance or triggered by unexpected events,
When it comes to communication—whether you’re leading a team, pitching an idea, or navigating a tough conversation—what you say matters. But how you say it? It’s
The E is for Employees When most people hear about an ESOP—Employee Stock Ownership Plan—they often focus on the advantages it offers business owners.
We’ve all been there. Stuck! Paralyzed! Whether it’s a key project grinding to a halt or a team dynamic that feels like walking on
The recent article by Harvard Business Review1, “How to Encourage the Right Kind of Conflict on Your Team,” highlights the importance of fostering “task
How would it feel to shorten the time to productivity? Why does someone need to do their job the way they do? How can
A robust leadership pipeline is crucial for any business, but it becomes particularly vital when preparing for a business exit. Whether you’re planning a
Handed-down recipes are part of the time-honored processes and traditions we cling to. But just like in cooking, sticking too rigidly to “grandma’s secret
As small business owners and leaders, we’re no strangers to the daily grind of comparison and competition. It’s easy to look at the success
Halloween isn’t just a time for ghosts and goblins; it’s also a perfect moment to explore those spine-chilling hiring stories that haunt every small
In recent years, workplace discussions around diversity and inclusion have gained unprecedented momentum. Unfortunately, one facet of this multifaceted issue often gets overlooked: ageism.
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Most advisors think of transition as something that happens after the transaction. In reality, the founder’s separation from the business often begins much earlier.
I got a call from an attorney the other day, asking for help with one of his clients. The client would like to retire,
Many business owners (and advisors) use these 3 terms interchangeably. Here’s a brief explanation of each.
Most founders spend years preparing for the transaction. Very few prepare for what the transaction changes. That gap is easy to miss during the
Forty percent. That’s the share of boutique investment bankers who, in a 2024 survey by SRS Acquiom, identified incomplete information on a target company
In a closely watched decision, the National Labor Relations Board (the “NLRB” or the “Board”) set aside a union election win at a Dold
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