Matters Column

A weekly column on matters concerning legal, money, small business, family business and people issues.

ARTICLES

Better to be a David than a Goliath

September 22, 2017
Too big to fail and too small to succeed are both fundamentally flawed concepts. Read More

What would your grandfather do? Crisis and the family business

September 15, 2017
Crises are not unique to family-owned businesses, but they do present unique challenges. Read More

Avoid firefights with careful strategic planning

September 1, 2017
When people talk about strategic planning, many images come to mind. Most imply careful thinking about what is intended to be accomplished. In the world of business, it is typically a process organizations follow to put actions in motion to achieve their mission or vision. Read More

Is that business lunch of yours tax deductible?

August 25, 2017
I am old enough to remember the banter about three-martini business lunches and the ability for a business to claim a deduction for such lunches for tax return purposes. Read More

Tread lightly when employing friends and family

August 18, 2017
There are three words that make people feel all warm and secure: love, friends and family. Those are beautiful words, but they can raise havoc on your business. Read More

Transferring a family business through buy-sell planning

August 11, 2017
Most family business owners are very busy with urgent areas of their business: recruiting and retaining good employees, and keeping customers satisfied. Read More

Onboarding: Is there serious value or is it hype?

August 4, 2017
Riding around town these days, it’s easy to see a number of signs that indicate an organization is looking to hire staff. Read More

Make time to revisit retirement plans

July 28, 2017
Summer brings many things — baseball, outdoor barbeques, Fourth of July festivities, vacations and time to spend with family and friends. Read More

Practice self-improvement; update foundational beliefs

July 14, 2017
The beliefs and attitudes that are the foundation of how you approach business come from many sources. Read More

Corporate housekeeping: Don’t ignore the cobwebs

July 7, 2017
The concept of entity formation and protection of personal assets is a common topic that is thrust in front of business owners at all stages, from a startup to a third-generation family business. Read More