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We’re nearing the halfway point of the year, which makes this a natural moment to step back and take a hard look at how your annual plan is actually unfolding. Most businesses set goals in January based on a set...

Over the past few years, there have been a growing number of business owners who have chosen to use an employee stock ownership plan ‡ (ESOP) as a path to exit their business – a decision with many benefits, according...

Managing a fleet is no small feat. As businesses look to extend the lifespan of their fleets and plan asset acquisitions years in advance, enterprise fleet management has never been more critical. Below are key financial strategies for fleet leaders...

The truth about bankers is that we love nothing more than helping people turn their dreams into reality. We entered this line of work to help others reach their financial goals and find their individual path to success. For many...

As a successful business owner, you know your business has value. It likely supports you and your family’s lifestyle and provides a paycheck and benefits to the people you employ. But if someone asked you, “How much is your business...