Category: Exit Planning

The Equifax data breach impacted nearly 148 million Americans. Check if you were impacted: www.equifaxsecurity2017.com Credit Reporting Bureaus: One of the strongest deterrents to identity theft is to freeze your credit reports with all four reporting bureaus: Equifax (800) 525-6285; To freeze your credit report: (800) 685-1111 P.O. Box 740241 Atlanta, GA 30374 Experian (888) 397-3742;… Continue reading PRIVACY PROTECTION – PART 1:

“Our government is the potent, the omnipresent teacher. For good or for ill it teaches the whole people by example. Crime is contagious. If the government becomes a lawbreaker, it breeds contempt for law; it invites every man to become a law unto himself; it invites anarchy. To declare that in the administration of the… Continue reading Quote of the Day

Owners, who are contemplating a business transition but it’s still a few years off, have a fantastic opportunity right now to enhance their business and personal value and pave the way for a smoother transition process. Here are some action steps to take right now. Step #1 – Develop a personal plan and document your… Continue reading Value Enhancement Strategy: 4 Action Steps to Take Right Now

"Begin with the End in Mind." - Stephen Covey

Author Stephen Covey coined the phrase “begin with the end in mind” in his book, “The Seven Habits of Highly Effective People”.  This approach is critically important when it comes to planning for a business transition. Every owner must acknowledge that their transition plan is a three-legged stool – the business leg, the financial leg… Continue reading Begin with the End in Mind