by Bernie Heine | Jul 29, 2023 | Exit/Succession Planning
Business ownership transition marks a pivotal moment in an entrepreneur’s journey. Whether you’re preparing to retire, seeking new opportunities, or passing the torch to the next generation, a smooth and successful transition is essential. However, the road to a...
by Bernie Heine | May 27, 2021 | Business Coaching, Exit/Succession Planning, Leadership
The Importance of Estate Planning for Small Business Owners Of course, no one likes to think about a time when they can no longer serve an active role in their business. Much like why people delay writing a will, business owners often delay estate planning. But, not...
by Bernie Heine | May 22, 2021 | Business Coaching, Exit/Succession Planning, Leadership
1. Being too emotionally attached to the business. Entrepreneurs who have built their businesses, often from scratch, describe their businesses as their “baby.” And it’s understandable, as you put so much of your life’s work into creating your business from the ground...
by Bernie Heine | Aug 28, 2017 | Business Coaching, Business Systems, Exit/Succession Planning, Financial Management, Leadership, Strategic Planning
We are all grateful for the wealth-creating opportunities this period of economic growth is giving us. But also recall that it has been nine years since the financial crash. Bountiful economic summers ALWAYS give way to harsh winters. Here are 7 secrets to ensure your...
by Bernie Heine | Jun 1, 2016 | Business Coaching, Business Systems, Exit/Succession Planning, Leadership
Succession Planning with 3 Key Leadership Skills So, you had the idea for your business. You believed in yourself and had the strength of mind to set it up and keep it running through the busts and booms. But in the back of your mind, you know the day will come when...
by Bernie Heine | Mar 4, 2016 | Business Systems, Exit/Succession Planning, Financial Management, Sales, Strategic Planning
Personal productivity is a daily choice. For all of us, there are two sorts of tasks to do: Steve McClatchy calls them ‘move toward gain’ tasks and ‘prevent pain’ tasks. I call them ‘wealth-creators’ and ‘chores.’ Chores are everyday tasks like getting your car...
