Great opportunity comes often with great risk. But just as importantly, and far more prevalently, everyday challenges wear on us, too. How many times have you had the same conversation with a client about opening that 529? Or upping that 401k contribution? They want to do it – so they say – but they keep showing up for meetings without having done it.
Ideas Without Action? You’re Not Alone.
Topics: Succession Planning, Business Value, Transition Plan, Continuity, Sustainability, Leadership, Valuation & Appraisal, KPI, marketing, valuation