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Tag Archives: business advisory process

Soft Skills for Business

I was at a meeting last week, where the idea of increasing the soft skills training in the business community might help the region grow. It was confirmed by another participant that the region who could get the jump on this would really differentiate themselves. So what are soft skills anyway? Communication skills – This would include developm... Continue reading

A Small Business Succession Plan Needs a Quarterback

Succession planning is a huge multi-year process. Even at the small business level there is a number of 'players' involved: -          The insurance agent looks at the insurance need. They think more insurance is better. -          The banker wants security from everyone involved - the retiring shareholders and the new level ... Continue reading

Succession Planning Advice

Succession planning tip #1 :Count the living people as living! In doing succession and estate planning, it is important to work through various scenarios and timing of life events and plan for each of them. Sometimes we make assumptions about certain events that don’t turn out to be true. One example is three brothers who came to see me for bus... Continue reading

Aligning Personal and Business Goals

If you are unsure of your personal goals, with what do you align your business future? As part of our visioning work at The Business Therapist®,  we check for alignment between the business owner’s personal goals and their business goals. Personal goals to consider: Personal income and equity goals – What income would you like to be ma... Continue reading

Is Your Business Stuck in a Rut?

I am a business owner and an advisor to business owners. If you have had the ‘stuck in the rut’ feelings - I have stood in your mud boots. There have been many days when I have felt like I was stuck in a rut. Responsibilities, to do lists, and conflicting priorities have left me feeling overwhelmed. Then, there are also those days when thing... Continue reading