Business

20 Lessons On the Road to 20 Years in Business

Nineteen years ago, my Director of Finance role was being relocated to Florida. After family discussions, I knew moving wasn’t an option. The safe choice would’ve been to find another job with a steady salary and benefits—but instead, I decided to take a leap. In 2005, with no big savings but plenty of determination, I […]

Business Exit Planning

Exclusive Executive Brief – August 2025

Whether your business is family-owned or owned by multiple partners, the years of hard work and dedication invested in building your company deserve protection through comprehensive estate, succession and incapacity planning. Many business owners overlook critical risks – particularly the disruption caused by probate or conservatorship court involvement – which can endanger both your business and relationships.