One of the greatest threats to the survival of a business is a lack of proper planning and communication. Unexpected things can happen, so it is essential to be prepared. Spouse In The Loop guides you through steps to plan proactively so your spouse can face the future with confidence.
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January 23, 2018
Over the past couple of years our firm has conducted over 200 interviews to better understand the challenges facing lawyers and law firms in today’s environment. The most commonly-cited challenges I hear from law firm leaders and individual lawyers are (in no particular order): Rainmaking Attracting and retaining talent Succession planning, and Retirement planning and […]
May 15, 2018
Business Owners put their head down and go. Usually, they dedicate no time for extensive business or personal planning. When the time to sell arrives, owners often move ahead without critical planning that can help boost the value of the business and enhance their overall estate and financial plans. Spending a little bit of time […]
September 10, 2019
Last month I had the opportunity to moderate an M&A panel at NAHUs (National Association of Health Underwriters) Annual Conference in San Diego. The panel was focused on what agency owners should look for when considering buying or selling an agency. Panelist Mike Deagle of Benaxis and Lily Lam of OneDigital did an excellent job […]
