May 26, 2015 |
5 Key Business Succession Planning Metrics
In order to put the proper elements in place for your succession planning, you should be in tune with critical metrics for the business. There ...
Learn More5 Key Business Succession Planning Metrics
In order to put the proper elements in place for your succession planning, you should be in tune with critical metrics for the business. There are several different factors that you should explore with regard to your succession planning. If you’re an owner of a business, here’s the steps to take before you create and implement a succession plan. Make sure you are knowledgeable about these metrics first, as it can help determine the direction of your planning. 
1. How many positions have been filled by succession candidates already? If there are open positions, consider filling them by highest priority. A critical position can prove challenging if there’s no person tapped to fill it in the future.
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Blog
May 22, 2015 |
Estate Planning Tips for U.S. Expats
Even though it might seem overwhelming and confusing, there are six key steps you can take to have a solid estate plan in place before ...
Learn MoreMay 21, 2015 |
Why You Need a Business Succession Plan
It’s so common for small business owners to love their work so much that they it might not even be on their radar to think ...
Learn MoreMay 20, 2015 |
Common Threats to Your Assets
Have you ever heard the phrase “the best offense is a good defense”? It doesn’t matter how intelligent you are or how in tune you ...
Learn MoreMay 19, 2015 |
Top Myths About Long-Term Care Coverage Through Medicaid
Usually, it’s Medicare that gets the bulk of news coverage, but Medicaid is still quite confusing for many people. Here are some of the most ...
Learn MoreMay 18, 2015 |
Are Trusts Only For the Wealthy?
A common misconception holds that living trusts are only for the very rich. The belief may stem from history; in the 16th century Britain kings ...
Learn MoreMay 15, 2015 |
Fast Facts on Nursing Homes and Medicaid
Last week on the blog we discussed how, when done properly, Medicaid planning is just a piece of the estate planning puzzle rather than an ...
Learn MoreMay 14, 2015 |
Business Succession: No One Size Fits All
Although there are certainly trends in business succession, this doesn’t always mean that the general approach is the best one. Planning ahead and carefully considering ...
Learn MoreMay 13, 2015 |
Six Ways for Physicians to Protect Their Assets
After years of education and hard work, physicians might feel as if they have been exposed to major risk as their wealth finally starts to ...
Learn MoreMay 12, 2015 |
The Value of Flexibility in Estate Planning for the Future
There are many changes happening in the world on a daily basis, not the least of which has to do with technology. Laws and social ...
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