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The Value of Your Values

Values Assessment Navigating the many twists and turns of business ownership can be a complex process. Identifying & prioritizing your values provides direction in decision

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C.R.A.V.E. to Wealth

I like this acronym. It stands for: Compilation Review Audit Valuation Estate Planning On of the most confusing aspects of buying, selling, or passing ownership

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Values+Needs=Wants

What is your strategy for creating wealth from your business? Some family-owned, closely-held business owners begin by focusing on the profit and loss sheet, or

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When You ASSUME….

The next GAIL is the “A” for assumption. Farnham Street recently shared an article entitled, “First Principles: The Building Blocks of True Knowledge”. In it

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Deal Doomers

Deal Doomers come in many different guises. I’d like to shine a spotlight on three today. That first Deal Doomer, I affectionately call this the

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SWAN Song

How does this sound? You will leverage your business to fund your retirements, leave your family financially secure, and create a legacy within the organization

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