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Business Plans

Morris, Manning & Martin, LLP

Why Your Organization Needs an AI Policy

As AI becomes an integral part of modern business, it’s critical for companies to establish a strategic AI policy and framework that not only addresses current challenges but also positions them for future growth and...more

Omnizant

SWOT Analysis for Law Firms

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SWOT is not just a fancy business acronym—it is a powerful yet straightforward framework for understanding and elevating your law firm. If you’re like a lot of lawyers, you may have launched your solo firm after spending...more

DarrowEverett LLP

Foreign Entity Qualification Requirements: New York, Florida, and Massachusetts

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For many founders, business formation in Delaware is preferrable regardless of where the business plans to operate. There are many reasons for that, including preferable corporate taxes, business friendly laws and...more

IR Global

Diversification Empowers Succession Strategies

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For most business owners, their business is their baby. They have invested their time, money, and efforts into building something tangible they can be proud of. They know their business inside out and can count on a steady...more

IR Global

Tuning Your Ear to Discover Client’s True Motivations

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Jeff Faulkner, co-founder of The International Succession Planning Association (ISPA), recently shared his insights on the natural progression of entrepreneurs and how business advisors can help them grow their businesses....more

IR Global

Client Onboarding: A 4-Stage Process

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An Accounting business based in Perth, Australia is taking on a lot of new Clients. That’s good… but they weren’t doing a great job of onboarding these new Clients. So they revisited and documented processes related to...more

Allen Barron, Inc.

Integrated Consulting, Legal, Tax and Accounting Services

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What is the value of value of integrated consulting, legal, tax, and accounting services? Just before the millennium, a group of prominent professional service companies was known as “The Big Eight.” The Big Eight included...more

Rivkin Radler LLP

Considerations for Running a Home-Based Business

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For many, the allure of a home-based business is rooted in the freedom it offers, allowing business owners to create their own schedules and travel more freely. Navigating the journey of starting and running a successful...more

Whitman Legal Solutions, LLC

Aligning Incentive Programs with Business Goals

This article discusses one of my guiding maxims: Be careful what you incentivize. Whether negotiating a contract, managing a business, or operating a rental property, people eventually turn toward their incentives and often...more

Mandelbaum Barrett PC

Financing Your Business Growth: Securing Funding While Protecting Your Interests

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Are you ready to take your business to the next level but worried about the complexities of securing the right funding?  Like many entrepreneurs, you may find yourself facing the obstacle of balancing capital acquisition...more

Passle

Paul Askew of Withersworldwide on Why Legal Marketing Needs to Get Personal - Passle's CMO Series Podcast EP149

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Authentic, human-centred stories have long been a staple in B2C marketing, but they’re much less common in the world of professional services. As digital media rises, the fast-paced nature of the media landscape and...more

Mandelbaum Barrett PC

Startup Legalities: Essential First Steps for Success

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Did you know that according to The NY Times, about half of new businesses fail within the first five years? This reality underscores the critical importance of establishing a strong business plan and legal foundation from the...more

Hutchison PLLC

The Best of Founder Shares: Highlights Wisdom of Season's Guests

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At the end of every Founder Shares episode, host Trevor Schmidt poses the question, “If there's one piece of advice that you would share with somebody who's thinking about starting a company or who's currently running their...more

Potomac Law Group, PLLC

SBA 8(a) Business Development Program - How It Can Benefit Your Company and How to Get Certified

If you are a small business owner, you may be interested in applying for the 8(a) Business Development (BD) program, a nine-year federal program that helps eligible businesses owned and controlled by socially and economically...more

Thomas Fox - Compliance Evangelist

Succession Planning in the Multi-Generational Workforce: Insights from Lisa Levy

I recently had the pleasure of sitting down with Lisa Levy, a business strategy and organizational development thought leader. Our conversation delved into the complexities and importance of succession planning, particularly...more

IR Global

Understanding Client Motivations: Key to Making a Significant Impact

IR Global on

Jeff Faulkner, co-founder of the International Succession Planning Association, speaks about the challenges that arise when transferring ownership of a business to the next generation. In the video, he points out the...more

Pillsbury - Propel

Estate Planning for Founders – Part I: The Core Estate Plan

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This is the first of a four-part series focusing on estate planning for founders. In this series we will cover why, as a founder, you need an estate plan. The right planning can save your family significant sums of money in...more

Hogan Lovells

The UK General Election 2024: immediate implications for business

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Following the announcement of the UK General Election, now is the time for businesses to prepare their strategies for engagement with the future government. That means understanding the likely policy positions, considering...more

Blank Rome LLP

Estate Planning for the Business Owner Series, Part 4: Document the Transfer

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Once a business owner has an understanding of the value of the business and the tax and cash flow impacts of the transfer, the next step is to document the transfer. This may be done by the client’s separate business legal...more

Mandelbaum Barrett PC

Strategic Business Negotiations: A Legal Perspective

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Successful negotiations require understanding your goals and considering the goals of the other party. Thorough preparation involves reviewing the legal frameworks, identifying potential obstacles and opportunities,...more

Mandelbaum Barrett PC

Legacy Planning for Family Businesses: Transitioning with Ease

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In the heart of every family-owned enterprise lies a story of hard work, dedication, and a vision for the future. These businesses not only represent a significant portion of the economy but also embody the legacy of...more

Blank Rome LLP

Estate Planning for the Business Owner Series, Part 2: Valuing the Business

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The value of an asset at the time of a transfer is the key component to the United States’ transfer tax system. Gratuitous transfers during lifetime are considered gifts, while transfers as a result of the death of the owner...more

Epstein Becker & Green

Interested in Opening a Medical Spa? Here’s What You Need to Know

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Aesthetic services and the medical spa industry have continued to grow over the past few years as clients continue to demand the availability of such cosmetic services. In response, many providers and investors in the health...more

Bradley Arant Boult Cummings LLP

The Critical Question for Business Owners: Defining Success – Why Are You on This Road?  

...For business owners intently focused on growing their private companies, it may seem like a waste of time for them to answer how they define success. They may even view it as an unhelpful distraction. But, from my own...more

Cadwalader, Wickersham & Taft LLP

UK’s Financial Conduct Authority Publishes Business Plan

The UK’s Financial Conduct Authority ("FCA") has published its 2024/25 business plan, setting out its priorities for the next 12 months. Against a backdrop of 13 public commitments focusing on: reducing and preventing...more

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