Corporate Planning

Finding Your Center

Finding Your Center

“To open a shop is easy, to keep it open is an art.” -- Chinese Proverb On Tuesday we discussed the appropriate mindset for any owner -- to act as though you’re operating a start-up, regardless of the stage of your business. With much of the focus on outlasting the...

read more
Effective Pitching Methods

Effective Pitching Methods

Life’s a pitch, then you buy. -- Billy Mays As a small business owner who has been on both sides of a pitch, I can easily tell when someone has missed some essentials. It’s understandable -- someone might be nervous, or have a lot at stake, or just isn’t having a good...

read more
Buy-Sell Agreements: A Company’s Life Beyond Just Death

Buy-Sell Agreements: A Company’s Life Beyond Just Death

“All you’ve got is life time.” -- Henry Rollins We've mentioned the importance of a buy-sell agreement. It's the natural corporate or partnership extension of estate planning. Setting the procedures for what happens if a partner or key shareholder dies or becomes so...

read more
Outsourcing Part II

Outsourcing Part II

“Companies in business services and outsourcing, we believe provide nice secular growth and have some resilience to a generally difficult economy.” — David Kaslow

read more