Category: Exit Planning

Awe-inspiring Stories of American Tinkerpreneurs (Source: Book “Who Built That” by Michelle Malkin published in 2015) “Our most valuable resources, creativity communication, invention and reinvention are, in fact, unlimited”.   - David Grinspoon As part of his radical bid to “fundamentally transform” America, Barack Obama signed the America Invents Act (AIA) in 2011.  The AIA’s primary… Continue reading Who Built That

In his best-selling book “The Seven Habits of Highly Successful People”, Stephen Covey notes that one of the major habits of uniquely successful people is the ability to balance short-term challenges with long-term, intentional strategic thinking.  He summed it up with “begin with the end in mind”. Business owners preparing for their next stage in… Continue reading Critical Thinking: Business Owners and Succession Planning

Business owners tend to procrastinate on planning for future success because they mistakenly believe it isn’t urgent.  Because they are so busy, it’s easy for them to push this planning off to some nebulous future.  This procrastination can be harmful for themselves, their families and their businesses.  The key is for them to meet the… Continue reading Procrastination

Imagine working with a client who needs you to complete a task by a certain date.  What would happen if you missed that deadline?  The client would likely be angry and ask why.  How do you think they would feel if your answer was “I didn’t have time to do it”?  It wouldn’t go well. … Continue reading The Exit Planning Deadline

PPP Loan Forgiveness Update (6/25/20) As many of you know, a bill that was proposed in May to make the PPP loan forgiveness rules simpler to understand and more lenient to comply with.  It was passed into law.  Here are the updated rules to help you understand and stay on track. You will need to… Continue reading PPP Loan Forgiveness Update (6/25/2020)