Ive been working with family businesses for the last 17 years.  And since then, Ive developed relationships with business owners who became my personal clients.As I learned about the intricacies of the business and how important business continui

Were now halfway through this eight-part series where I was a guest on the Virtual U.S. Financial Advisors podcast.  For Part 5, I discussed the value of having the family involved in planning for the future of the business and why family meetings a

When it comes to family businesses, continuity is the key. And no one knows this better than the business owner who is looking to transition out of their business.Whether it's due to retirement, health concerns, or simply a desire to move on to somethin

As we continue on the fourth of this eight-part series where I was a guest on the Virtual U.S. Financial Advisors podcast, I shared why culture is vital and how it contributes to increasing the value of any business. Also, I discussed succession developme

Choosing the right business structure can be overwhelming for most business owners. Thats mainly because not everyone has a background in accounting or tax law.And its no surprise that there is often some confusion about what S Corp and C Corp mean, th

We are now in the third installment of this eight-part series where I was a guest on the Virtual U.S. Financial Advisors podcast. In this episode, I discussed the importance of identifying value divers and exit objectives for the family business. One of

Many people who own automotive repair businesses started out as technicians. They may be excellent at repairing cars but they have no experience leading a team of people.As a result, they may not be aware of the various strategies that good leaders use t

A couple of weeks ago, I shared with you the first of an eight-part series where I was invited as a guest for the Virtual U.S. Financial Advisors podcast. Basically, I gave the audience an idea of how I identify my client’s major wants, needs, and concern

A lot of businesses all over the world have been hit hard by the pandemic and the collision industry is no exception. With a lot of us working from home, people were driving less and there has been a significant decrease in the number of car accidents. As

Recently, I was invited as a guest for the Virtual U.S. Financial Advisors podcast. The goal of this podcast is to help consumers have a better grasp of what financial advisors are for and understand the importance of having a trusted person to help them