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News — succession plan

Don’t advise, act!

1384 advisor advocate baby boomers candidate Category_Articles champions extrovert introvert Julie Benezet Leadership mentor Retention strategic plan Succession succession plan

Don’t advise, act!

By Julie Benezet | Mentors do not fight for candidates’ advancement opportunities. That is the job of champions.

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Reimagine, renew, retool

1353 accounts receivable action AR backlog banker Board of Directors business loans Business Plan Category_Articles client relationships Clients collection communicate communications competitive complacency Consultants contingency plan coronavirus COVID-19 Direction diversity dream employees Goals Hire loans Mark Zweig marketing Markets new markets Opportunities overhead Paid pandemic Pay Payroll Protection Program Plan PPP Predictions purpose Recruiting reflect regulators reimagine relationships remote work renew retool self reflection sick social media strategic success Succession succession plan systems threats to-do tools virus working remotely Workload ZG Team

Reimagine, renew, retool

By Mark Zweig | With new cases of COVID-19 on the rise, now is not the time for complacency. Instead, it is a time for self-reflection and new action.

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Death, taxes, and retirement

1350 advisor Benefits Category_Articles comprehensive review confidentiality death Decisions distributions Justin Ramirez LLC non-compete operating agreement owner owner's retirement Ownership Planning professional liability retirement succession plan succession planning tax advisor taxes vote ZG Team

Death, taxes, and retirement

By Justin Ramirez | Nothing is as certain as death and taxes. But an owner’s retirement can be, too. If done correctly, an owner’s retirement and its benefits can be just as certain as death and taxes.

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Understanding ESOPs (Part 4)

1323 business model Category_Articles economic cycles Economy ESOP Jim Swabowski Pat Stoltz Succession succession plan Valuation Wintrust Wintrust Financial Corporation

Understanding ESOPs (Part 4)

It’s important to understand your business model and the various outside factors that can affect the execution of an ESOP transaction.

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Stewardship: Bryan Wehler

1322 ARM Group backlog Bryan Wehler burnout Business Development business strategy cashflow Category_Articles census continuing education culture effective multiplier employee engagement financial metrics gross profit Growth Leader Leadership Liisa Andreassen longevity marketing overhead Ownership Transition projections R&D tax credit Recession Revenue soft skills steward Strategy succession plan Talent Acquisition Training utilization Valuation Workload

Stewardship: Bryan Wehler

President and CEO of ARM Group (Hershey, PA), a science and engineering consulting firm where the entrepreneurial spirit thrives.

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