Ownership Thinking – Making It a Reality

The members of our Exit Planning Peer Advisory Board (PAB) spent a significant amount of time last year learning about, evaluating, and implementing Ownership Thinking into their own businesses – and discussing their challenges, solutions, and progress at our meetings. Each business owner had a different approach to introducing the concept to their employees and …

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Exit Planning Peer Advisory Board – Top Three 2022 Takeaways

The Exit Planning Peer Advisory Board (PAB) provides a safe place for business owners to discuss their challenges and offer support and insights to their fellow members, not only as they relate to exit planning but to their businesses today. A look back at the past year brings to light three significant areas in which …

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