8 Ways to Increase Your ESOP Value and Wealth
There are many steps you can take to improve company profitability and employee productivity.
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Peter Newman, CFA®
Apr 28, 20224 min read
Why Life Insurance Matters for Business Owners
If you take out loans for your business, and pass away, your family may be on the hook for that debt. Life insurance protects your family.
Peter Newman, CFA®
Apr 21, 20222 min read
Dear Business Owners, Secure Your Retirement Savings
Relying solely on the value of your business to carry you into retirement is a risky approach to retirement.
Peter Newman, CFA®
Apr 14, 20222 min read
Business Owners: Plan Your Exit Strategy
Running a successful small business requires a number of skills, but many business owners seem to forget they do not have to do it alone.
Peter Newman, CFA®
Apr 7, 20223 min read
Retirement Roadmap for Business Owners
Business owners, to ensure you can experience retirement on your terms you need to proactively address these 3 items today.
Vince Egolf
Jul 29, 20216 min read
Using IP Strategy to Think Around the Competition
Intellectual Property Strategy: Thinking around where the competition, industry and consumers may be in the future.
Peter Newman, CFA®
Jul 22, 20214 min read
Business Owners - What Will Be Your Legacy?
ESOPs create wealth equity for all employees no matter their rank in the company.
Peter Newman, CFA®
Jul 15, 20215 min read
Comparing Your Exit Options
Which option should you choose to exit your business? Understanding your priorities will help balance the PROS and CONS of your exit plan.
Peter Newman, CFA®
Jul 8, 20216 min read
Entrepreneurs - What is your business really worth?
By going through the valuation process, an owner will come to understand the drivers that positively and negatively impact value.
Peter Newman, CFA®
Jul 1, 20213 min read
Succeeding at Business Succession
Whether you suffered or prospered during Covid-19, concerns about continuing to operate your business may have crossed your mind.
Peter Newman, CFA®
Apr 27, 20193 min read
3 Questions to Ask Before you Sell Your Business
You have worked hard to build your business and spent a great deal of effort to attract talented employees. Now you are considering a sale.
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