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KPI Strategic Planning: 6 Common Mistakes to Avoid in 2024
Automated financial analysis software helps define and monitor KPIs ot keep companies on the path to success.
EXIT PLANNING SOFTWARE FOR FINANCIAL ADVISORS
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business advisory
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...
Larry Gard Ph.D
Sep 19, 2023
strategic planning
What is The Sellability Score? Exit Planning 101
Are you considering transitioning out of your business? The Sellability Score is a key part of exit planning, giving business owners a...
Shaun Savvy
Aug 22, 2023
business advisory
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...
Shaun Savvy
Jul 31, 2023
business advisory
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...
Shaun Savvy
Jul 31, 2023
exit planning
Buying an Existing Business 101
The top reason why buyers buy a business is to make return on its investment, hopefully a big one. Of course, there are other reasons as well.
Shaun Savvy
Jun 20, 2023
exit planning
Buying an Existing Business 101
The top reason why buyers buy a business is to make return on its investment, hopefully a big one. Of course, there are other reasons as well.
Shaun Savvy
Jun 20, 2023
strategy
Exit Planning for Advisors: Profitable Opportunity in 2023
Exit planning for advisors is becoming a hot topic in the financial services industry. It makes sense then that exit and succession planning...
Shaun Savvy
May 26, 2023
strategy
Exit Planning for Advisors: Profitable Opportunity in 2023
Exit planning for advisors is becoming a hot topic in the financial services industry. It makes sense then that exit and succession planning...
Shaun Savvy
May 26, 2023
OKRs
The Importance of Strategic Planning for Small-Medium Businesses
In today's fast-paced market, strategic planning has become a vital tool for SMBs to stay ahead of the competition. In this blog, we'll explore the...
Chris Palmer
Apr 18, 2023
OKRs
The Importance of Strategic Planning for Small-Medium Businesses
In today's fast-paced market, strategic planning has become a vital tool for SMBs to stay ahead of the competition. In this blog, we'll explore the...
Chris Palmer
Apr 18, 2023
strategic planning
Find Your Business Consulting Niche
Identifying your business consulting niche means asking questions about skills, education, experience, and what inspires you about advisory.
Chris Auman
Feb 15, 2023