News & Resources

Four Tips to Remember When Selling Your Business

Selling your business is perhaps the most consequential sale you will ever make. It’s the sum of all your hard work, long hours and investment.

People with calculators working on reports

July 19, 2023

Reasons Why You May Need Your Business Valued

So, you’re a successful business owner. Congratulations! However, after years of growing your business, new challenges most likely lie ahead.

March 9, 2022

Strategies for Effective Succession Planning

By Linda Olejniczak, courtesy of SBAM Approved Partner ASE 2.5 million people retired during the pandemic and experts estimate that of those,1.5 million would not have retired had it not […]

March 23, 2021

HR’s Role in Succession Planning

By Linda Olejniczak, courtesy of SBAM Approved Partner ASE Is your organization prepared for the worst-case talent scenarios? Do you have a plan to transfer knowledge of your leaders at […]

December 22, 2020

Family Business Owners Must Weave Together Succession and Estate Planning

By Rebecca Millsap, CPA, courtesy of Yeo & Yeo It’s been estimated that there are roughly 5 million family-owned businesses in the United States. Annually, these companies make substantial contributions to both […]

February 26, 2020

When to Value an ESOP

One option business owners choose for succession planning is an employee stock ownership plan (ESOP). ESOPs can empower and retain employees as well as provide tax savings, but careful consideration needs to be given to …

February 11, 2020

Transitioning the Business on Your Terms

The primary goal of every business owner is to “cash in” their chips and retire from their business on their terms. Ideally, this includes selling to a larger company for huge windfall or transferring the …

January 29, 2020

Succession Planning

Join host, Lisa Smith from InVerve Marketing, Inc. for a show dedicated to the small businesses of Michigan. This week’s episode focuses on the importance of succession planning.

November 11, 2019

Success Lessons of a Fourth Generation Family Owned Business

Michael Rogers talks with Bob Spence, Executive Director of 126-year-old Spence Brothers Construction. Many small businesses are second generation family owned. Few reach the status of being successful fourth generation […]

May 15, 2019

10 common events that spark the need for a business valuation

By Michael J. Oliphant, Yeo & Yeo CPAs and Business Consultants There are many reasons why knowing the value of your business throughout its life-cycle is important. While valuations are […]

October 19, 2018

Tips for succession planning

How can small business owners can do a better job on their succession planning? Michael Rogers talks with Adam Zuwerink, owner of West Michigan Law in Muskegon and a member of […]

June 1, 2018

Impending Silver Tsunami a threat to job security

2.34 million private businesses in the U.S. are owned by baby boomers, most of whom will retire in the next 10 to 20 years.

March 29, 2018

Want a strong succession plan? Build leadership from within now

Starting and operating a business in today’s fast-paced marketplace is challenging for the owner.