Building Your Business Legacy: Strategies for Leadership, Succession, and Growth

Contact Us Is Your Business Built to Endure? Building a successful business requires vision, discipline, and an extraordinary amount of effort. Sustaining that success over time, especially through leadership changes and market shifts, requires careful planning and foresight. So, what distinguishes businesses that endure from those that falter? In many cases, it may come down […]

A Penny Saved is Two Pennies Earned

Contact Us Simple and inexpensive energy-saving tips that may help you save money. The famous saying from Poor Richard’s Almanack is frequently misquoted. It was published by founder Benjamin Franklin in 1737: “A penny saved is two pence clear.” This phrase emphasizes the importance of thriftiness and wise financial decisions. Finding ways to manage expenses […]

7 Year-End Planning Considerations for Small Businesses

Contact Us As a small business owner, wrapping up the year involves more than just closing the books. It’s an important time for reflection, planning and strategic adjustments. This checklist offers 7 key items that may help ensure your business is better prepared for the upcoming year. 1.) Financial Review and Reporting: Conduct a thorough […]

Wellness at Work: Nurturing Health, Booting Productivity, and Strengthening Organizational Bonds

Contact Us In the modern workforce, an organization’s most valuable asset may be its people. As global markets continue to evolve and industries transform, the health and well-being of employees have emerged as a paramount concern, transcending mere productivity metrics.1 Recognizing the intricated interplay between employee health, satisfaction, and overall performance, many forward-thinking companies are […]

5 Retirement Strategies for Business Owners

Contact Us Small business owners are an essential component of America’s economy. In the United States, 99.7% of all firms are comprised of small businesses with 500 or fewer employees.* However, small business owners often spend an exorbitant amount of time and energy building their companies— which can make focusing on their personal financial future […]

How to Protect Your Small Business From Cyber Threats

Contact Us Risk management is a key component of any successful business plan. In today’s world – where data breaches are common occurrences – it’s especially important for business owners to understand the digital risks they face. Are you doing all you can to mitigate the risk of a cyberattack? The importance of cybersecurity Many […]