Corporate Planning

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...

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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...

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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

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