Tag Archives: management

Celebrating Mr. Fezziwig

Since 2013 I’ve updated this piece about the underappreciated and forgotten boss of A Christmas Carol, Mr. Fezziwig. I hope that you enjoy it. Merry Christmas! Last week was the 182nd anniversary of the publication of Charles Dickens’s A Christmas … 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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Goals and Resolutions

Businesses set goals. These can be budgetary, operational, recruiting, sales or profit oriented. Individuals make resolutions. Continue reading →

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What is “Holistic” Planning?

Financial planners use the term “holistic planning” frequently. It’s meant to indicate that they consider the client’s short- and long-term life goals and the future they visualize. According to Fidelity Investments Holistic Wealth Planning is continuous and considers two dozen … Continue reading →

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Battling Assets

Occasionally, we run into what I call “Battling Assets.” That is when an owner is drawing a comfortable income from the business, but it is arranged in a way that denigrates the business value, the value of the asset, or … Continue reading →

Posted in Building Value, Exit Planning, Exit Strategies, Management | Tagged , , , , , , , , , , , | 1 Comment

One Response to Battling Assets

  1. Valerie Koenig says:

    Good insights, love the examples.

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