Tag Archives: Planning

A Beginner’s Guide to the Do’s and Don’ts of Succession Planning

Sean PomeroyMarch 4, 2015 Often, there doesn’t seem enough hours in the day to complete all of the daily priorities we’d like to. This usually results shoving smaller, long-term projects in the corner to collect dust. While planning is tedious, it should never be last priority; especially when creating succession plans. Let’s say you continuously … Continue reading A Beginner’s Guide to the Do’s and Don’ts of Succession Planning →

Planning On an Internal Business Transition? 5 Reasons Why You Still Need an Advisor

Jane JohnsonFebruary 11, 2015 Family business owners often think the internal transfer process will be an easy one and the pieces will just fall into place but usually find out quickly this is not the case. Working with an advisor who is uniquely trained in business ownership transfers can help guide you through the process … Continue reading Planning On an Internal Business Transition? 5 Reasons Why You Still Need an Advisor →

Beyond Predictive Marketing: Planning With Persona-Based Strategic Narratives

Tony Zambito December 6, 2014   In a recent interview, one of the world’s most compelling management consultant, Tom Peters, responded to a question related to what is missing from today’s discussion about management. In classic as well as vintage Tom Peter fashion, he responded: “My real bottom-line hypothesis is that nobody has a sweet … Continue reading Beyond Predictive Marketing: Planning With Persona-Based Strategic Narratives →