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small business

Ep29: Finding Balance in Family Business

Managing a family business creates unique dynamics amongst family members and co-workers. At the end of the day, family and business can become blended, which could create conflict or miscommunication. Today, we’re joined by Dr. Cecil Bergen, a marriage and family counselor that specializes in family business relationships. Dr. Bergen shares with Chuck & Brittany …

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Ep28: Closing the Deal

Are you ready to Get Marvinized? Chuck & Brittany are joined by the Sales Doctor Marvin Montgomery to discuss how to revolutionize — or Marvinize — your company’s sales strategy. Marvin was an expert sales director for a national jewelry chain that started his own consulting agency to help executives sell themselves, their company, and …

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Planning Ahead – Designing Your Succession Plan

Before you start, choose your destination Article #2 in the Succession Planning series By Toby Kaye, CPA/ABV | Manager, Tax I had discussed in the initial article about listing your desired exit outcomes in priority order during the planning phase. Any additional time spent on this phase clarifying your goals will pay dividends throughout the …

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Planning Ahead – Designing Your Succession Plan

Before You Start: Understand Yourself and Your Current Situation By Toby Kaye, CPA/ABV | Manager, Tax A mentor of mine would often tell me, “always keep the end in mind.” Proactive planning is a good recommendation. The stakes are much greater when it comes to succession planning. As soon as the entrepreneur starts a business, …

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New Business Owners: Steps to Keep in Mind

By Toby Kaye, CPA/ABV | Manager, Tax Congratulations! You have recently conceived your big idea to launch a new business and secured initial funding to get started.  You are excited to work hard to build your dream into reality.  Passionate in their mission. Taking risks. Resilience under pressure. I love listening to entrepreneurs talk about …

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Ep19: Healthy Growth Checkup® for Businesses

You go to the doctor for a check-up every year, shouldn’t your business do the same? Our very own chairman emeritus Dave Gaino joins us today to discuss his industry-leading Healthy Growth Checkup®, a comprehensive overview critical for all business owners. Dave tells us what led him to create this ground-breaking service and how his …

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Exciting News for Ohio’s Small Business Owners

Stimulating developments have occurred recently to reestablish important tax deductions for small business owners in Ohio. Early in June: The Ohio House of Representatives passed their version of a state budget, including an increase of $1.2 billion in business taxes. The House budget cuts personal income tax rates by 6.6% but switched tax burden to …

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