Case Study – Family Business Succession

Transferring a family-owned business to a new generation of leaders can be difficult. Once the process begins, there is no telling what may - or may not - be found with each discovery creating another challenge. Situation The company was a leading specialty contractor in the state of Hawaii, doing business on each of its … Continue reading Case Study – Family Business Succession


Should I Sell to My Employees?

Many business owners like the idea of selling their company to their employees. Until it doesn't work out. Then they either have to take the loss or re-claim their business (something they did NOT want to do), fire their former managers/employees, and start over. Here's how to reduce the risk. Here’s one of the “dirty … Continue reading Should I Sell to My Employees?

Case Study: Financial Advisory Firm

What happens when a professional service firm outgrows its current structure? Confusion. "Choke-points." Chaotic Service. High Costs. In order to continue to grow the organizational model and internal processes had to change. Service: Change Management and Growth Client: Large Independent Financial Advisory Firm  Situation: The firm had experienced rapid growth and had an annual revenue of … Continue reading Case Study: Financial Advisory Firm

Weekly Insight: May 15 – 19, 2017

Market Insight:  MIDWEEK TUMBLE PARTIALLY REVERSED BY FRIDAY RALLY Stocks closed lower after a highly volatile week that saw a Friday rally partially compensate for a steep sell-off on Wednesday. The large-cap S&P 500 Index and the S&P MidCap 400 Index fared better than the other major benchmarks. After reaching its lowest level in over … Continue reading Weekly Insight: May 15 – 19, 2017

How Business Owners Retire

"One day I'll sell my business." And other myths. After investing thousands of dollars and multiple years in their companies, many owners have a dream of one day selling their business. Yet most will never be sold. HOW MANY BUSINESSES ACTUALLY SELL? An article published in The New York Times (September 4, 2014) reviewed the … Continue reading How Business Owners Retire

Here’s What You Should Know About Your 401(k)

How to get the most out of your 401(k) With the start of a new year, many are asking questions about their 401(k). This is especially important for those intending to retire in the next five years. And while these plans provide a wonderful benefit, they are still regulated by the government and are packed … Continue reading Here’s What You Should Know About Your 401(k)