The 10 Year Target, 3-Year Picture, 1-Year Plan, and Quarterly Rocks

If your organization stays aligned to its core values and maintains focus – sidestepping distractions – where will you be 10 years from now? The Version Traction Organizer (VTO) is a thought exercise that takes you through a series of questions about your business. The objective is to help define the necessary steps for organizational…

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Tax Strategies You Can Grow into Based on Your Long-Term Goals, Part Two

Financial concepts, analysis, planning

Captive insurance companies give you control of your risk financing – with substantial tax advantages Business owners too often take a passive approach to tax planning – only thinking about taxes once April approaches or quarterly payments are due. But as your business thrives, the only way to avoid unnecessarily painful payouts to Uncle Sam…

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How to Define Your Company’s Core Focus

There’s a reason for your existence. The definition your leadership team selects should be an intersection of the “why” and the “what.” How do you get your people all on the same page? It can be as simple as coming up with the answers to eight questions that outline the steps necessary for success. While…

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The Tax Benefits of Putting Your Kids on Your Payroll

The family that works together, saves money together What are your kids doing this summer? While they may just plan on relaxing or having fun with school out, it might be good for them – and you – if you put them to work. Not a lot of business owners know this, but they can…

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