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Maximize Value
The Most Common Mistake Business Owners Make
If you're a business owner, make sure you're not falling victim to this crucial mistake.
By: John Lawson | CFP, CEPA and CIM
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Pre Sale
Podcast: Business Partner Dynamics' Impact on M&A, an Interview with Corey Northcutt
In this podcast, we look at the seedy side to partner relationships. Corey Northcutt shares his experience being pushed out by his business partners and the things you...
By: Ryan Tansom
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Sale Process
Podcast: Plan for Your Most Impressive Deal Yet - Your Exit, an Interview with Vicky Raport
This podcast covers the topic of intention in business: running day-to-day operations, planning for contingencies (including the eventual sale) and impementing any new...
By: Ryan Tansom
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Sale Process
Podcast: Social Causes Can Make Strong Businesses as well as Effect Change, Interview with Erin Weed
Erin Weed turned a personal tragedy into a successful business that also promotes social change. If you've ever had questions about how community outreach will impact...
By: Ryan Tansom
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Sale Process
Podcast: What to Focus on When Selling Your Company, an Interview with Bill Casey
EY's 2018 FirePower Report has uncovered a lot of trends in the M&A sale process. Bill Casey unpacks the key points of the report in today's podcast and gives some tips...
By: Ryan Tansom
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Maximize Value
Podcast: An Overview of the US 2018 Tax Reform, an Interview with James Markham
The new tax laws can be quite confusing to navigate. Here are some key pieces you should know about before you start making major decisions.
By: Ryan Tansom