Category Archives: Uncategorized

The 3% Problem in Advisory Work: A Guide for Business Owners

As a business owner, you belong to a unique group that makes up only 3% of the population. Yet, many advisors treat you like any other client—using the same approaches they apply to executives, professionals, or retirees. This is a … Continue reading

Posted in Entrepreneurship, Exit Options, Exit Planning, Exit Strategies, Leadership, Uncategorized | Tagged , , , , , , , , | 1 Comment

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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The Inexperienced Advisor – An Exit Planning Horror Story for Business Owners

This is a cautionary tale for business owners—one that’s “based on a true story.” The facts are real, although the exact sequence of events might raise questions if the IRS were to take a closer look. A small business owner … Continue reading

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Decisions Made from Fear

When Fear Dictates Decisions

I can’t. We won’t. I shouldn’t.

Sound familiar? These thoughts creep in as your business grows. You’ve overcome a lot already—taking that first leap, pushing through uncertainty, making tough calls when the stakes were high. But now, you have something to lose. The fear of getting it wrong can paralyze progress. Continue reading

Posted in Entrepreneurship, Exit Options, Exit Planning, Exit Strategies, Leadership, Management, Thoughts and Opinions, Uncategorized | Tagged , , , , | Leave a comment

Time Bankruptcy and Communications Technology

A friend says that she hasn’t been able to tackle any new projects because she is in “time bankruptcy.” It expresses very well how she feels about her ability to control her schedule, but she has been claiming bankruptcy for … Continue reading

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