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Certified EOS Implementor® and Exit Planning Advisor Frank Saragossi recently sat down to discuss key insights on planning a successful business exit strategy. Franck defines the steps to transfer ownership, ensure a smooth transition, maximize the business’s value, and meet the personal and financial goals of the owner. He also emphasizes the importance of taking care

In the ever-evolving landscape of business, staying competitive and thriving in 2024 requires a keen focus on your organization’s core elements. As a certified EOS Implementor, I’ve seen firsthand how adopting these five crucial principles can propel your business to success this year and beyond. Vision and Values Clarity One of the fundamental pillars of

The busy-ness of running a family business makes it imperative that you step back once a year and plan for the long-term. If the day-to-day is the race you’re running now, the planning session is what gets you in shape for the ones to come. Here are five essential goals to strive for at your

Retirement marks a seismic period of transition in most business owners’ lives. It requires significant orchestration to build an effective succession plan that positions new leadership and the company for future success. When it comes to family-owned businesses, there can be additional complexities in identifying and preparing the talent pipeline while keeping relationships and operations