Publications

April 29, 2016

Weekly Report 16-18

DISASTER OR CRISIS IS SELDOM ON THE STRATEGIC PLANNING AGENDA, but how prepared a business (or family) really needs to be is arguable only by those who haven’t experienced it. Taking the time to assess & define business risk requires a hard look at vulnerabilities by conducting an honest assessment of company personnel, internal weaknesses,... Continue
April 24, 2016

Weekly Report 16-17

PARTNERSHIP DISSOLUTIONS – BUSINESS OR MARRIAGE – ARE EMOTIONALLY STRESSFUL, and parties on all sides are understandably vulnerable to Trusted Advisors, particularly attorneys or therapists (family, clergy, psychologists, psychiatrists, etc.) who try to “instill their dogma into a client’s psyche… by rallying around a one-size-fits-all approach… causing more harm than good.” The economic, financial, taxation... Continue
April 15, 2016

Weekly Report 16-16

MOST TIME-STRAPPED BUSINESS LEADERS “KNOW THEY SHOULD plan ahead and prioritize, focus on the important as much as the urgent, invest in health (including getting enough sleep), make time for family & relationships, and limit mindless escapism. Today’s ‘always on’ work culture is taking a heavy toll on today’s leaders… and compulsively checking email, particularly... Continue
April 8, 2016

Weekly Report 16-15

ENTREPRENEURS WHO ARE MOST EFFECTIVE AT RUNNING THEIR COMPANIES for optimal profitability with minimal risk often utilize a team of independent experts to focus on strategic issues — as distinct from the operational issues with which management routinely deals. The underlying objective of an ADVISORY BOARD is to provide a process where owner/management can obtain... Continue
April 8, 2016

WEEKLY REPORT 16-14

WHEN MERGER/ ACQISITION DEALS HAPPEN, ASSIMILATION AND INTERACTION OF PEOPLE who formerly thrived in different workplace cultures is a critical risk factor, often short-changed. The result can meaningfully lessen likelihood for effectively combining companies, stemming from two factors: (1) “individuals’ inability to manage uncertainty & embrace change”; and (2) difference in management styles of communication... Continue