Category Archives: Strategy and Planning

What’s in YOUR Nondisclosure Agreement?

A Nondisclosure Agreement (NDA) has become one of the basic standard documents in every company’s wallet. Between the rising swell of Baby Boomer owners entertaining exit planning, and greater caution surrounding the legal issues of strategic partnering, an NDA is … Continue Reading

Posted in Entrepreneurship, Exit Options, Exit Planning, Managing Employees, Selling a business, Strategy and Planning | Tagged , , , , , , , , , , , , , | 5 Comments

Choosing Not to Maximize Profits

The other day, a client asked me to review some questions from an MBA student studying business ownership. One of the questions was “Are you doing everything possible to maximize profits?” I’ve seen the same question asked in a number … Continue Reading

Posted in Business Perspectives, Customer Relations, Entrepreneurship, Incentives, Managing Employees, Marketing, Sales, Strategy and Planning | Tagged , , , , , , , , , , , , | 2 Comments

What the Heck is Exit Planning?

The wave of Baby Boomer retirements is beginning. I’ve been writing and speaking about exit planning nationally for the last ten years, (you can download my free eBook on the subject here), but the inevitability of the demographics is gaining … Continue Reading

Posted in Business Perspectives, Entrepreneurship, Exit Planning, Exit Strategies, Selling a business, Strategy and Planning | Tagged , , , , , , , , , , , , , | 1 Comment

What Should A Small Business Insure?

Every business carries insurance. Some is required by law, such as unemployment insurance or coverage on vehicles. Most is optional, but there is “common sense” coverage and more esoteric policies intended to help you recover from company-threatening events. I’ll spend the … Continue Reading

Posted in Entrepreneurship, Exit Planning, Strategy and Planning | Tagged , , , , , , , , , , , , , , , | 1 Comment

The New Information Direction: Push Over Pull

Ever since we started using computers in virtually every business, we’ve been putting data into them. Unfortunately, the issue has been getting information back out. In the middle 1980’s I ran a manufacturing company together with a couple of Australians. They thought … Continue Reading

Posted in Customer Relations, Entrepreneurship, Managing Employees, Marketing and Sales, Strategy and Planning | Tagged , , , , , , , , , , , , , , , , , | 1 Comment

Help Your Friends, Not Your Competitors’

I hear it all too often. “A customer just called us for a quote. They have always done business with our competitor. We’re going to give them our best deal, and see if we can take their business.” Before you … Continue Reading

Posted in Customer Relations, Entrepreneurship, Marketing and Sales, Sales, Strategy and Planning | Tagged , , , , , , , , , , , , , , | 1 Comment

What Does HR Do?

What are the roles of a Human Resources professional in your organization? A common rule of thumb is that a company should have a dedicated HR function once it reaches 80 employees or so. This post comes from a recent meeting of … Continue Reading

Posted in Entrepreneurship, Incentives, Leadership, Managing Employees, Strategy and Planning | Tagged , , , , , , , , , , , , , , , | 4 Comments

Too Busy to Do Business

Another tax filing season has passed, and the entire US accounting profession comes up for air. Of course, thousands of businesses and individuals have filed for extensions, thereby postponing the pain of calculating their final numbers for anywhere from a … Continue Reading

Posted in Exit Options, Exit Planning, Leadership, Life After, Politics and Regulation, Selling a business, Strategy and Planning | Tagged , , , , , , , , , , , , | 4 Comments

Let the Business Owners Pay for It

When it comes to “No taxation without representation,” the rallying cry of our founding fathers, few identifiable population segments are as abused as business owners. One of my long-time clients is a franchisor, and until very recently I was a … Continue Reading

Posted in Business Perspectives, Entrepreneurship, Politics and Regulation, Strategy and Planning | Tagged , , , , , , , , , , , , , , , , , | 5 Comments

Time to Grow Up

Young industries no longer have the time to grow up. The cycle of maturation has long been accepted as  a fact of life when a new concept becomes a business. There are a few pioneers (defined here in Texas as … Continue Reading

Posted in Business Perspectives, Marketing and Sales, Strategy and Planning, Technology | Tagged , , , , , , , , , , , , | 3 Comments

Talk to Your Competitors

In my two decades of managing over a dozen peer groups, I frequently had the opportunity to sit in meetings with a business owner who competed with a member of another Board. I occasionally had to bite my tongue as someone vilified … Continue Reading

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What is the Right Price?

Of all the misconceptions by business owners, the ones surrounding their company’s value are both the most common and often wildly inaccurate. I’ve been working for the last couple of months on the training videos for advisors in our new product, The ExitMap®. … Continue Reading

Posted in Building Value, Exit Options, Exit Planning, Exit Strategies, Selling a business, Strategy and Planning | Tagged , , , , , , , , , , , , , , , , | Leave a comment