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Key Elements of Business Planning for 2024

Key Elements of Business Planning for 2024

Business owners and advisors have historically avoided business planning as it has been time-consuming and cumbersome. Business planning is important for successful companies. It’s necessary to stay updated on the latest trends and strategies in the ever-changing business world. In … Read More

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KPI Strategic Planning: 6 Common Mistakes to Avoid in 2024

KPI Strategic Planning: 6 Common Mistakes to Avoid in 2024

Developing a strategic plan for KPI success heading into 2024 is essential for business growth and success. However, it’s important to be aware of the common mistakes that can be made when creating a KPI strategic planning process. These errors … Read More

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being a better business consultant

Retirement Anxiety & Business Exit Planning: Case Study

Retirement anxiety is an emotion of concern or worry, experienced by people yet to retire, about the prospect of retirement. Examples include concerns about how they’ll fill their time, financial worries and feeling a loss of identity. The following article … Read More

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What is The Sellability Score? Exit Planning 101

What is The Sellability Score? Exit Planning 101

Are you considering transitioning out of your business? Exit planning is an important process for business owners considering selling their company. It helps them prepare for a successful sale and maximize their return. The Sellability Score is a key part … Read More

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being a better business consultant

7 Tips for Effective Business Consulting

Business consulting is a growing field and a rewarding one as well. Effective Business Consulting is challenging, sure, but every client presents an opportunity to learn and grow as you add to and refine your skills. Clients don’t come easy, … Read More

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What is a CEPA? Certified Exit Planning Advisor

Are you considering transitioning out of your business? If so, you may have heard of a Certified Exit Planning Advisor (CEPA). But what is a CEPA? A CEPA is a professional who specializes in helping business owners develop a plan … Read More

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Buying an Existing Business 101

Buying an Existing Business 101

Is it a good idea to buy a business? Are you wondering why buyers buy a business? Is it better to buy a business vs starting a business? In this blog post, we’ll provide a complete guide to the process … Read More

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Exit Planning for Advisors 2023

Exit Planning for Advisors: Profitable Opportunity in 2023

In the business world, having a strong business plan will generally yield a successful operation. Likewise, strategic planning can help management teams and staff to financial stability and clarity.  Exit planning for advisors is becoming a hot topic in the … Read More

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Strategic Planning for Small-Medium Businesses

The Importance of Strategic Planning for Small-Medium Businesses

Small-medium businesses (SMBs) face unique challenges that often make or break their success. Unlike large corporations, SMBs often limited resources and require strategic planning to stay competitive and reach business goals. In today’s fast-paced market, strategic planning has become a … Read More

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