A few basics here are essential. Your plan must include: I recommend starting with sales and marketing. Everything else in ...

In the dynamic landscape of entrepreneurship, where innovation and competition abound, the guidance of a seasoned expert can be the difference between success and stagnation. Enter the business plan ...

An exit plan is not about walking away. Exit planning is about protecting accomplishments and ensuring the next phase supports financial, operational, and personal goals.

Benjamin Harvey CFP®, CPWA®, ChFC®, CLU® Founder and Private Wealth Advisor, Summation Wealth Group As a business owner, you’ve invested endless hours into cultivating, nurturing and expanding your ...

Without a plan, both personal assets and a company’s future—its employees, clients and value—can be left uncertain.

April 17, 2025 - Founders and entrepreneurs face numerous challenges while building their companies, from choosing the right business entity to managing employees and protecting intellectual property.