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The Equitas Transition Plan™ Q&A

Transition planning for a business owner is a concept that is bandied about by so many, yet successfully done by so few. Why that is the case is not as important as what steps should be taken to make transition planning a more successful exercise.

THE MILLENNIAL GENERATION:  What Does It Mean To Your Business?

I recently attended a session given by a Generation Y expert at a client retreat. The purpose was for the owner, the board and senior managers of the company to learn how better to engage that generation of workers in the business.

NBC’s TONIGHT SHOW: Succession Planning Gone Wrong

It seems like a truism among business experts that it is never too early to start working on a succession plan. No matter how large or small the business and even when dealing with a not-for-profit organization, the importance of planning sooner rather than later for the day that the person in charge is no longer in charge cannot be under-stated.

GETTING THE BEST FROM YOUR PROFESSIONAL ADVISORS

I was at a bank’s succession planning seminar recently and at the end of the presentation someone in the audience asked why he should use the bank’s services in that area when he has his own lawyer and accountant to provide him with the advice he needs. The answer from the banker was that the bank is a catalyst for getting a succession and estate plan done, not a replacement for the work of the lawyer and the accountant.

THE ETHICAL WILL: Have You Considered Doing One?

I wonder how many of you reading this article even know what an ethical will is. My strong hunch is that there are very few although I would imagine that every one of you knows what a legal will is.