The new year has come, giving you a traditionally opportune time to adopt new business practices. If you haven’t done so before, this year...
Dollars & Sense
Welcome to “Dollars & Sense” – our blog with common sense tips, helpful articles, videos, and other resources to help maximize your dollars.
The new year is fast approaching, and now is the perfect time for you to plan out where you want to take your lending...
Working in the mortgage industry, you understand that a great deal of being successful comes from building and nourishing relationships. This can sound like...
Businesses need a healthy amount of working capital or “start-up funds” to help them grow. Having a solid plan for access to these funds...
Question: When you receive a recommendation from a friend or family member on something that you would consider a large purchase, what is one...
As professional advisors, many of us have had long-term relationships with our clients. There is a phenomenon facing a large percentage of our business...
If you want to create transferable value in your company, focus on moving your business up the mountain of value creation. As a business...
M&A advisors assist owners of privately held companies when buying or selling a business (typically through the purchase or sale of its assets). Like...
Are you thinking about renting a house or condo for your next vacation? While these rentals can be a great way for families and...
The announcement comes via regular mail, email or a phone call. You’ve won a big prize, and now it’s time to collect your money....
Enhanced security credit and debit chip cards are being rolled out to consumers as a powerful new defense against fraud and counterfeiting. These cards...
There are approximately 6 million companies in the United States with revenues from $1 million to $150 million. Baby boomers own roughly 50% of...