Category Archives: Building Value

What’s Your Business Really Worth? (Probably Not What You Think)

If someone asked you right now what your business is worth, you’d probably answer fast, and with total confidence. That number’s likely made its way into conversations with your banker, onto a personal financial statement, maybe even into a retirement … Continue reading

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Manufacturer Stuck in the “Neutral Zone”

Here is how exit planning helped a business owner out of the Neutral Zone. This manufacturer reached out to an exit planning consultant after receiving a book on planning as a gift from a local professional. He was in no … Continue reading

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NQDCs – “Let Me Count the Ways”

Non-Qualified Deferred Compensation (NQDC) plans are a powerful tool for incentivizing and retaining key employees. They offer virtually unlimited flexibility in methodologies, objectives and rewards to suit a company’s strategies and goals. What is “unqualified?” Quite simply, NQDCs are discriminatory. … Continue reading

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How Much Does the Big Picture Really Matter to Your Business?

It’s hard to have a business conversation today without someone invoking “the Big Picture.” The 24-hour news cycle runs on urgency, outrage, and uncertainty—and it needs a constant supply to keep attention locked in. The result? Everything sounds like a … Continue reading

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Quality of Earnings and Technology Costs

When a Quality of Earnings audit identifies deferred technology, the price can be magnified many times.  Are you deferring technology costs? A few months ago, a subscriber to our planning tools called with a tech support question. “Your software doesn’t … Continue reading

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