Thought Leadership / Op-eds

WealthPoint • 17th October 2024

Epiphany! You’re Managing an Asset, Not Running a Business

For entrepreneurs who want to sell their businesses, the realization that they’re not running a business, they’re managing as asset is a life-changing epiphany.

WealthPoint • 12th October 2022

There is More to an Exit Strategy than Spaghetti Carbonara

There are a host of business exit strategies and options;
asking key stakeholders the right questions leads to the right choice.

WealthPoint • 15th March 2022

Aesop … ESOP? This Succession Tool is No Fable

The power of a minority interest ESOP in an exit strategy.

NACD Private Company Directorship • 29th March 2023

What to Do With a Struggling CEO

“What would you do?” On its face, it’s a simple question. But it can belie the complexity and depth of the circumstances, who is asking, and why.

NACD Directorship • 1st September 2022

It’s Not All About the Numbers: The Board’s Role in Building a Commitment to Company Culture

Can culture beat strategy? Yes—but it doesn’t just happen.

Family Business Magazine • 10th January 2024

HBO's SUCCESSION Isn't Just Great TV

SUCCESSION does a great job of highlighting two especially critical components of corporate governance: effective communications and independent boards.

NACD Private Company Directorship • 1st September 2022

Steering Head-on Into Accountability

Why and when private company founders should form an independent board.

WealthPoint • 18th September 2023

Want Drama? Don't Prepare for Estate Taxes

There’s something out there. Something looming. You can’t quite put your finger on it. If you’re a successful business owner, that looming specter is estate tax. Ignore it at your peril.

WealthPoint • 15th February 2022

Exiting Your Business:It’s a Mindset, Not a Transaction / Part II

This is the second in a series of two related articles about exiting your business and succession planning.

WealthPoint • 26th April 2023

What’s Your Business Worth?

Will it be enough to meet your needs post-exit? Back of the envelop comparisons, or valuations based on industry multiples, often create unrealistic expectations that can jeopardize our plans post-exit or in retirement.

WealthPoint • 19th January 2022

Exiting Your Business: It’s a Mindset, Not a Transaction

This is the first in a series of two related articles about exiting your business and succession planning.

WealthPoint • 27th June 2023

The Care & Feeding of Employees During Transition

Transitions can be tough for employees. But they don’t have to be. Whether it’s an outright sale, a generational ownership transfer or an ESOP, there are definitive steps you can take to ease employee angst during what will be a critical time for business performance.

Money Laundering Alert • 1st May 2006

One company’s approach to mitigating prepaid card risks

The government’s core issues with prepaid cards are the lack of a clear anti-money laundering (AML) regulatory framework and inconsistent AML oversight by issuers.

FinCEN SAR Activity Review • 1st May 2006

Transaction Monitoring & Reporting for Money Services Businesses

Money Services Businesses (MSBs) come in a wide variety of sizes and shapes. They range from sophisticated, publicly traded money transfer companies and check cashing chains to ‘mom and pop’ grocery stores.

Dallas CEO • 1st January 2021

Figuring Out Who's the Boss

Successions don't have to be dramatic. The worst thing you can do is not plan for them.

American Banker • 27th October 2006

Banks Should Not Have to Monitor MSBs

MSBs do important work by serving a large portion of the population that either by choice or circumstance does not have a banking relationship.

Whitefish Pilot • 13th October 2021

What does Whitefish deserve?

There is a clear answer to the proposed development known as Mountain Gateway, which the Whitefish Planning Board will consider on Oct. 21. Whitefish deserves better.

Durango Herald • 25th August 2018

‘More Time, More Life’ campaign works for the airport

We remind people that the average differential in airfare may not be worth the time and miles they’re putting in. That, of course, is a subjective argument. Such is advertising.