Three Keys to Succession Planning for a Family-Owned Business

Succession planning is a strategy for passing on leadership roles-often the ownership of a company-to an employee or group of employees. This ensures the businesses continue to run smoothly after a company's most important people move on to new opportunities, retire, or pass away. Here are Three Keys to Succession Planning for a Family-Owned Business, written by Live Oak Bank. 

Read more
Poised for Exit Podcast: Extreme Focus: Benchmarks Over Goals

On this #PoisedforExit episode Julie had the pleasure of interviewing Mark LeBlanc and it’s loaded with nuggets of wisdom and action steps! Mark is a national speaker and author. He also consults for professional salespeople. He’s had many years to perfect his process for his clients and his presentations are more than impactful.

Read more
ImageImage