Advisory Team

Post image for 7 Tips for Finding a Good CPA

Mani Malarvannan gives some helpful tips in finding a good CPA in his aptly-titled article, “€œ7 Tips for Finding a Good CPA,” in the Small Business Informer. He also points out the importance of preparing for the interviews with these CPAs by having a list of questions you might want to ask. He alludes to a few […]

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Post image for How to Find the Attorney Who’s Right for Your Business

In trolling through the blogosphere, I came across a handful of posts that asked (and answered) the question: which legal issues keep entrepreneurs up at night? I found that “finding the right attorney” is definitely among them. How do you know who’s the right fit? How can you tell if they really know their areas […]

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Post image for Letters of Intent: A Tricky Legal Tangle

You can’t be a ‘little bit pregnant’; can you have a legally non-binding agreement? Full-blown written contracts can be such a chore, can’t they? Especially when you’re at the initial “exploration” stages of a business negotiation. You’re not ready to close a deal–you need more time to work things through and conduct your due diligence–but […]

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Terror gripped me. The Summons and Complaint for a malpractice had my name in the caption. I’m stunned. The client was a whack job, yet just 2 years into my law practice, my license was on the line. What could I do? I’m no dope. As a lawyer, I could have figured out most of […]

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“There’s no ‘I’ in ‘team’.” “It takes a village.” Or my favorite, “You don’t sharpen a knife against a sponge.” All of which is meant to say, if you want a successful business, don’t go it alone. I learned this the hard way.  For years I thought having a more senior business partner would be […]

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Now that tax season is done done done, (yes, I filed on extension), I wanted to give a shout-out to the people who made that process relatively painless: my accountants.  They have certainly saved my bacon on more than one occasion. By keeping a watchful eye and working with me proactively, we were able to […]

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Follow these tips to select an advisory board that will serve your business well. The premise is simple and time-honored: Two heads are better than one. First-time entrepreneur Kris Appel recognized this early on when she founded Encore Path Inc. in 2006 and launched her first product, Tailwind, which helps stroke and brain-injury survivors recover their […]

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Post image for Tax Concerns When Selling A Business

Ah, wouldn’t it be nice . . . to cash out of your business and have the time, freedom and buckaroos to lounge in Tahiti, build that extra extension on the house or give to the charity of your choice. But there’s more that has to go on behind the scenes–before you get to that […]

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Post image for Why Your Business Needs a Board

Leadership expert Ken Blanchard once said, “Feedback is the breakfast of champions.” But if you’re working solo (or in a small company), where will that feedback come from? Small and solo businesses can get feedback in several ways: A Board of Directors. If there is more than one owner in your company, you have automatic […]

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Post image for How to Choose and Use Attorneys

I have vivid (and not always pleasant) memories of the dating scene. There’s a huge amount of pressure to find “the right one.” But how can you know? Who’s really ideal for you? The answers to those questions take a certain amount of introspection. First, you have to know your needs and desires. Do you […]

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