"Nice post, Susan. At Siwicki Greenberg, we've encountered this problem, but we've also encountered the opposite set of facts, where the owner is unaware of how valuable the business is. Frequently, we tell owners what the…"
Hi all. I recently spoke at the national Financial Planning Association conference in Seattle and shared these skills. Although they were focused on financial planners, I believe they are essential for all advisors working with clients. Technical skills are important too, but without the critical communication and relationship skills your advice may fall on deaf ears leading to "non-adherence"- the client doesn't do what you recommend. Ever happened to you? If so, then chek out this…See More
REGISTER NOWXPX Boston Evening of Holiday NetworkingPlease join us for one of XPX Boston’s most popular events each year, an evening full of networking with other professionals active in the exit planning space on Thursday, December 18th.Investment: Members: $25, Non-Members: $45 Cash bar & Appetizers (Registrations at the door an additional $10) See More
REGISTER NOWHow Advisory Boards and CEO Peer Groups Support Business SuccessFEATURINGJonathan R. Wachs, Principal, Intellectual Property Attorney at the law offices of Offit Kurmanand Paul Riecks, Entrepreneur, Business owner, Consultant, Peer Advisory Facilitator/CoachCEOs of mid-sized companies have challenges, opportunities and solutions that are different than larger companies. Often, they need to seek…See More
REGISTER NOWNo matter what stage you are in the business cycle, it is never too soon to make sure your house is in order. Coordinating your business plan and your estate plan protects against the unexpected, which frequently arises at the time of sale. This presentation will provide guidance from two practitioners who have advised many business owners to ensure that all bases are covered.About the…See More
This paper discusses the re-emergence of domestic energy production, illustrates the evolving opportunities and risks brought about by this re-emergence for the United States and briefly touches on…Continue