Business owners: Cybercriminals are on the prowl right now for your sensitive data. That’s why you should seriously consider a cybersecurity assessment.
Articles by SOAR
BeachFleischman’s SOAR service (Strategic Operations and Advisory Resources) offers full-service 360-degree consulting and outsourcing options for business owners seeking to streamline and capitalize on the advantages of partnering with one trusted advisor backed by a team of industry experts.
Expanding succession planning beyond ownership
Business owners, have you considered creating a succession plan that also accounts for the possible departure of key employees?
Get serious about your strategic planning meetings
For any business large or small, strategic planning is no joke. Here are some best practices for holding meetings that produce exciting ideas for a profitable future.
The long and short of succession planning
Have you created a viable succession plan for your business? This daunting task can be made easier by choosing the right perspective.
Need another PPP loan for your small business? Here are the new rules
Could your small business use another cash infusion from the Paycheck Protection Program? The new COVID-19 relief law makes this a distinct possibility if you qualify.
Taking a Proactive Approach to Fraud
What is your business worth to you? The answer to that question is often much more complex than a number. There’s the time, dedication and hard work that you’ve undoubtedly expended toward building your company. Though, monetary value may not be the only measurement you use to quantify your success, there may be others within[ … ]
Valuation in the time of Coronavirus
#Socialdistancing! What a year it has been! We were all prepared for March madness, but nobody could have guessed that less than three months into the year, /#socialdistancing would be a trending buzzword and our collective reality. The current situation is a social experiment like no other and we are facing a level of uncertainty[ … ]
Circle of Life – Valuation Issues Through Stages of the Lifecycle of a Company
I was recently listening to the song “Circle of Life” from the movie Lion King, which got me thinking about the parallels between this concept in the natural world and the business world. The song stays in the happy zone for the benefit of the audience and celebrates new beginnings and unlimited potential as a[ … ]
Five Critical Elements of a Successful Exit Plan
Target Departure Date You simply cannot create a roadmap for your successful exit without a stated departure date. We suggest that you set that date by asking yourself questions designed to help you establish a time frame for your departure. You can design your own departure in terms of when it occurs and how your[ … ]
Death and Taxes vs. Preserving Wealth – The Final Exit Planning Contest
Full disclosure: Wealth preservation planning can’t help any of us cheat death, but it can help business owners to avoid taxes and achieve financial security. Read on. The ideal Exit Plan (one that provides the business exit you desire) includes a strategy to help you preserve your hard-earned wealth from unnecessary taxation when it is[ … ]
