Accountants + Business Advisors

Healthy Growth

Does an ESOP Make Sense for My Succession Plan?

Image of a business owner choosing a ESOP as a succession plan.

05.03.19

By Matt Silla, ASA, CFA | Senior Manager – Business Valuation  As a business owner, you have to make many decisions, including how, and when, it’s time for you to move on from your business. The process of stepping…

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Ep11: Understanding Your Business’s Value

04.24.19

If you’re considering retirement, when should you get your business valuated? And also, doesn’t your accountant already know your businesses value? Today, we discuss these two critical questions for all business owners, even if you’re not thinking about retirement….

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Ep10: Controlling the Chaos with Traction

04.17.19

A how-to guide to becoming a Culture Warrior and gaining control in your business. Chuck and Brittany welcome Dale Vernon, principal at Bernstein and president of ACG Cleveland. Dale talks today about traction from the popular book Traction: Get…

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Ep9: What Exactly are Opportunity Zones?

04.10.19

Have you heard of the new incentive in the most recent tax reform changes known as Opportunity Zones? Opportunity Zones create tax benefits to investors, business owners, and real estate professionals while positively impacting our communities. But this “opportunity”…

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Ep8: Employee Engagement for Dummies

04.03.19

What’s the most effective way to measure the success of a leader? Our guest today – Mike Rao – tells us how and much more in an insightful conversation. Mike is an expert in professional development, career coaching, emotional…

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