Prioritizing client education to empower decision makers throughout their transaction

SC&RA 2017 Annual Conference

April 15, 2017

When: April 18 -22, 2017

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Are You Rapid Response Ready?

July 29, 2014

I was recently exposed to an interesting study called Roads to Resilience, which is a 2014 report by the UK’s Cranfield School of Management on behalf of the UK insurance and risk consultancy, Airmic.  The basic thesis is that opportunity is the upside of risk, and that seizing risk-driven opportunities requires a decisive and rapid response, which in turn requires empowered teams, practiced processes and flexible resources.

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Exit Planning Should Start Now

April 13, 2014

Does this describe you?

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Keys to Understanding Your Company’s Value Drivers

May 28, 2009

As an owner of a privately held business, you have significant personal wealth already invested in your company. When reviewing the annual returns your business delivers, it’s easy to calculate returns based on the book value of the company. For example, book value of $4 million and pre-tax earnings of $1 million generates an attractive 25% return. However, you certainly wouldn’t sell your company for book value, so the returns on the “investment” you have in your private business should be based on market value. (Market value of $20 million with the same $1 million of earnings generates a less impressive 5% return.)

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Business as Usual?

February 19, 2009

Moving forward and adapting in a rapidly-changing and challenging business climate-doing “what you need to do!” 

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The Need for an Independent Board of Directors

May 22, 2008

Businesses and CEOs require tested, reliable input from outside sources to remain at the top of their game. The best performing businesses receive spot-on advice from trusted sources in the form of boards. Creating the right blend of experience and personalities on a board is not easy because boards come in a variety of packages.

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When Emotional Capital Is Your Greatest Investment: Consider the ESOP

August 23, 2005

Often business owners who are interested in bringing liquidity to their holdings seek only a sale to disinterested third parties. And that frequently works out just fine for both the buyer and seller. But sometimes the personal emotional strings attached to the business, whether on the surface or not, are simply too strong to break the ties and turn control over to “the new guys on the block.”

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Global Market Savvy is a Must for Today’s World

November 21, 2004

Achieving success in the global marketplace requires real-world experience with the challenges of working in foreign markets. Specialized knowledge is essential to ensuring liquidity, navigating the local trading markets, and managing social, political and economic risk.

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Conflict in Fairness Opinions – Not Just a Public Company Concern

July 13, 2004

“I have views on most matters, and I am as willing as a politician to change most of them.” -James Agate

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Six Red Flags You’re a Distressed Business

March 09, 2004

Most business owners know when they are in trouble, but often do not take action early enough. Many factors can contribute to ‘distress creep’ for businesses. The legislative pressure brought to bear on some businesses by the Sarbanes-Oxley act and – of being pushed – or dragged – into the world economy, are just a couple.

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