In a previous article, we explored the five succession planning questions that every family business owner should consid…
Business
How Will the Digital Transformation Affect Small Business?
We were proud to co-sponsor the fourth-annual Small Business Strategies Roundtable, alongside our affiliate, Wipfli LLP,…
A Simpler Way to Retain and Reward Key Performers
One of the most important challenges business owners face is retaining their key performers, whether those are members o…
When Should Business Owners Start Succession Planning?
It is estimated that two-thirds of all businesses in the United States are owned by baby boomers and three-quarters of t…
Business Owners: Are Your Employees Retirement Ready?
A well-structured, industry-competitive retirement plan is more than just an element of your benefits package. It can br…
Top 10 Budgeting Tips for Your Business
The following article was prepared by a professional with our affiliate, Wipfli LLP. With more than 1,900 associates, 49…
Is 2018 the Year You Finally Start That Business?
For some people, starting a business may sound like a great new adventure. Perhaps you’re no longer passionate about you…
Should You Offer an Executive Benefit Plan?
It’s well-known that a company’s most valuable asset is its human capital: the employees. For business owners, attractin…
Is Your Practice Ready for a Retirement Plan?
This article was co-authored by Pamela Branshaw, CPA, CEBS, partner and Employee Benefits Services leader at Wipfli LLP,…
Is Your Buy-Sell Agreement Properly Funded?
Are you an owner in a privately held business? If so, you’ve likely spent years building a valuable financial interest i…