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Your Guide to Creating an Impact Plan

Your Guide to Creating an Impact Plan

by Jarrod Musick, CFP® | Dec 23, 2019 | Impact, Planning

You won’t create the impact you seek without automating how you do it.   Automating your systems for creating impact cuts through the massive number of daily tasks you have, which allows you to avoid feeling like you always come up short on how you are...
Creating Incentives for Key Employees

Creating Incentives for Key Employees

by Jarrod Musick, CFP® | Nov 22, 2019 | Business Owners, Planning

Keeping the best talent on your team means building a vision for their career at your company.   If you have ever lost someone talented, or are worried about losing someone right now, this article is for you.   The best part about working with talented,...
Why Valuation Matters for Closely-Held Businesses

Why Valuation Matters for Closely-Held Businesses

by Jarrod Musick, CFP® | Sep 9, 2019 | Business Owners, Planning

We are all working towards an end-of-business ownership event, whether it’s an external sale, an internal succession, or a transition to your family through an estate plan. Whichever path you hope to take, the change will arrive someday. Knowing that the...
How to Determine When to Sell Your Business

How to Determine When to Sell Your Business

by Jarrod Musick, CFP® | Jul 8, 2019 | Business Owners, Planning

How do you know when it’s time to sell?   Unless you started your business with a specific exit date in mind, answering this question can be incredibly difficult. You have poured more hours, sweat, and energy into your business than you can count, and you have...
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