Posts Categorized: succession planning

Five Steps to Protect Your Business and Avoid Litigation (Part 2)

Thank you to Epiphany Law for presenting a fantastic seminar on “Five Steps to Protect Your Business and Avoid Litigation”.  I wanted to share some excellent reminders that Heather Macklin discussed:   Communication Communication is one of the primary things you can do to avoid disputes with clients, employees, and competitors. Remember not to over… Read More »

Exit Planning…. It is Not What You Think

A big thank you to Jayne McQuillan, President of Journey Consulting, for a fabulous seminar “Exit Planning…. It is Not What You Think!” We also thank Beth Manning, consultant, for joining. Wow… nearly 60% of surveyed WI businesses are owned by Boomers and 46% indicated they plan to transition their business within 5 years or… Read More »

Complimentary Seminars for HR, Owners, and Management Staff (February and March 2019)

As a way to continue to offer“ rewarding and unique” services, Career Options now has 3 NEW complimentary, 1-1 ½ hour seminars in February and March 2019. (There is no obligation, just a chance to share ideas, learn new strategies, network, and enjoy a light continental breakfast). All seminars will be held at PAMCO Executive… Read More »

Succession Planning for Small Businesses

If you operate a small business, succession planning is a must. It gives you the ability to identify who will take over certain responsibilities in the event of an unexpected tragedy or how things will operate if the owner decides to retire. Succession planning reflects a long-term strategy designed to carry the small business forward… Read More »

Common Estate Planning Mistakes

Thank you to Epiphany Law for participating in Career Options “Make it Happen in 2017-2018” resource guide for area companies! Please see below for their response to one of the questions we addressed:  What are 7 Common Estate Planning Mistakes? When developing an estate plan, the number of potential omissions and poor choices is almost… Read More »