Articles Posted in Business Bulletproofing

Key Takeaways Introduction: Understanding the 5 Ds Most business owners focus on growth, profits, and market expansion. Few take time to consider the potential risks that could derail everything they’ve built. The Exit Planning Institute (EPI) has identified five critical risk factors that every business must prepare for—known as the 5 Ds: These unplanned events…

Key Takeaways Family businesses are the bedrock of economies.  They weave together the strength of familial bonds with the drive of entrepreneurial spirit.  Yet, these enterprises confront unique hurdles that complicate governance and endanger longevity. Recognizing and addressing these complexities becomes paramount for sustaining a thriving family legacy. I am a lawyer, a certified valuation…

Protect the Intagible Assets of a Closely Held Business with Bulletproofing I sometimes ask closely held business owners if they lock the doors to their business when they leave. The answer is ‘of course.’ I may push further. Do you have an alarm system? What about at home? No surprises here. Everyone locks the door.…