We kicked off our most recent Peer Advisory Board meeting with a special presentation focused on four topics that can help business owners hone their most valuable asset: people. Our guest speakers, Scott Barth and Leeanne Super, shared their expertise about ways a multi-generational workforce, motivation, recognition, and ownership thinking play into the success of …

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When a client chose a date ten years out for her expected exit, she asked about next steps for developing and working an exit strategy. We started by documenting foundational information about her company and her desire to sell to an outside third party. She had the value of her company assessed and determined what …

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