Category Archives: Business investment planning
Succession Planning Advice
In doing succession and estate planning for businesses, it is important to work through various scenarios and timing of life events and plan for each of them. Continue reading
Instant or Deferred Gratification?
There can be a tendency to celebrate short term business success too soon. Let’s say your business has a good month and you make a nice profit. Should you take a bonus? Should you reward yourself right away? Continue reading
Managing Your Interest Rate Risk
It seems ‘the crowd’ is assuming that interest rates will remain low for a few more years, but let’s look at the investing side of the equation… Continue reading
Lifestyle Business or a Scalable Business?
The approach necessary to build a scalable business is different than a lifestyle business. Continue reading
Economic Update – Quick and Informal
I am fortunate that my position as a business advisor allows me to observe how business is going across a number of industries. Many recent events are quite encouraging! Continue reading
Improving Business Owner to Banker Communications – 3 Tips
Bankers speak one language – business owners speak a different one – when they get together without a translator, the result is usually frustration. Here are some tips accumulated over 30 years of being a translator, (aka: accountant and small business advisor). Continue reading
Investing in Yourself is the Best Business Investment Plan
With all the turmoil in the financial markets, the big question recently is: Where is the best place to invest your money? The answer I give to help small business owners is simple: Invest in yourself. Continue reading
