SAGE Wisdom Distilled and Delivered.
Uncover the path to future success: Explore member insights, expertise, and cutting-edge research for a strategic advantage in your business!
When planning for the future, business owners often are engaged in forecasting, reflecting on past performance, and setting goals.
Lance Mann, CPA, CFE, CGMA
Discover the game-changing role of software and AI in orchestrating a seamless ownership transition for your company. Uncover the power of data-driven insights, precise valuations, streamlined communication, risk mitigation, and enhanced decision-making that can ensure a successful and prosperous handover. Embrace the future of business transitions and unlock the full potential of your company with cutting-edge technologies.
Weston Burchett
"Revenue is vanity, profits are sanity, but sustainable cash flow is the true king for the highest valuations."
Kerry Pulliam, CFP®, AEP®, CEPA®
A few years ago, I read the results of a survey of local families and closely held businesses and their preparedness for transition and succession. 93% of respondents stated they didn’t have a succession plan, 73% had no strategic plan, and 95% ...
Lewis Rudy
As a business entrepreneur, the transition of your ownership is probably the most important business process and decision that you will make in your career. You have put your life into building and growing your company. Planning for the futu...
Gregory Carroll
