

For many of today’s companies, going global seems like a quick and trouble-free growth strategy. Technological advances and expansive supply chains make doing so easier than ever. But business owners who make this move impetuously may soon find themselves on stormy seas, taking on waves of debt and unanticipated expenses.
The owners of many companies launch their enterprises with a business plan — a written document outlining the company’s strategic objectives and practical means of accomplishing them. Likewise, many owners leave their businesses via a succession plan, a written document outlining how the company’s ownership will transition.
Nearly every business owner wants to grow his or her company. But with growth comes risk, and that can keep you from taking the steps necessary to move forward. Yet if you don’t think big and come up with a long-term strategic plan, you’ll likely continue to spin your wheels.
Like many companies, yours probably stores at least some of its business files, documents and information in “the cloud.” This is the widely used term referring to the seemingly infinite data storage capacity of the Internet.
By William E. Rogers, MBA, CFP, EA In the remaining weeks of this election, we are going to hear a lot of back and forth debate over who has a better tax plan. For years, there have been promises by both Republican and Democratic lawmakers to reform our tax code. I’m not sure if many… Continue reading A COMMON SENSE APPROACH TO TAX REFORM
Everyone needs a solid estate plan to distribute assets according to their wishes and benefit their heirs. But this necessity is especially keen for business owners, many of whom have spent years working hard to build up the values of their companies. If you can relate to this statement, one effective way to reduce… Continue reading BUSINESS OWNERS, HELP YOUR ESTATE BY GIFTING COMPANY STOCK
By William E. Rogers, MBA, CFP, EA If you’ve been following the headlines lately, there’s a growing uneasiness being felt among many. I have certainly encountered some of this in a few recent client meetings. This general sense of fear stems from a whole host of issues: fear of another terrorist attack, the election, and… Continue reading HOW TO PROFIT IN TURBULENT TIMES
Written by William E. Rogers MBA, CFP, EA This is not something out of a science fiction movie, or requires any stretch of the imagination. Every day, every week, and every month that goes by from now until some point in the not so distant future, a new technology is being launched that automates a… Continue reading REMAINING RELEVANT AMONGST ROBOTS
Written by William E. Rogers MBA, CFP, EA As the election season heats up, you are probably going to hear a lot of discussion about trade policy. Although there is no question that millions of American workers have been displaced by globalization; I personally feel that this is the wrong issue to focus on. Why,… Continue reading THE STRATEGIC THREAT OF OUR LIFETIME: PEOPLE VS. ROBOTS
Many businesses start life small and simple. But with growth comes the need for a stronger company infrastructure and increased operational sophistication. As you pursue a more robust business, focus on these four pillars: 1. Organizational management Implement a formalized system for measuring performance that begins with written job descriptions and training. Issue a clearly… Continue reading 4 PILLARS OF ROBUST BUSINESS GROWTH