Here are two great succession planning checklists. This one is from the CFIB. This one is from Downey & Company, a CPA firm. It’s great that there is so much information available on succession planning. However, there’s a common feeling I get from all succession planning checklists – aside from getting a business valuation, they … read more
‘Built to Sell’ is a good book for private business owners – even if you’re not thinking of selling. The key point – that owners need to work on, not in the business can be a challenge for many owners.