Are You Protected?

Are You Protected? »

21 Mar, 2017
Best Practices

Are You Protected?

 

March is Fraud Protection month and Valley First just released a survey they conducted on fraud headlines. It does

HR Consulting to Mitigate Risk

HR Consulting to Mitigate Risk »

12 Mar, 2017
Best Practices

HR Consulting to Mitigate Risk

After recently witnessing my spouse go through a frustrating situation with a prior employer, it made me think

Understanding Financial Statements

Understanding Financial Statements »

2 Mar, 2017
Best Practices

Understanding Financial Statements

Many entrepreneurs start a business because they have a passion for a product, or a service, or perhaps because they

Having the Inheritance Talk

Having the Inheritance Talk »

5 Feb, 2017
Best Practices

Having the Inheritance Talk

 

Leaving a little for the kids.

 

Most of the time, financial talk centres on topics such as

The Six-Month Business Plan

The Six-Month Business Plan »

1 Feb, 2017
Best Practices

The Six-Month Business Plan

Traditional wisdom suggests that businesses should have a five-year plan; that to go into business, or continue an existing

AI, Automation and your Small Business

AI, Automation and your Small Business »

13 Dec, 2016
Best Practices

AI, Automation and your Small Business

Artificial Intelligence (AI): The theory and development of computer systems able to perform tasks normally requiring human

Leading with Self-Moderation

Leading with Self-Moderation »

5 Nov, 2016
Best Practices

Leading with Self-Moderation

Our work with families and business owners involves a lot of self-awareness exercises.  There are a number of excellent tools

Keeping Family and Business Separate

Keeping Family and Business Separate »

23 Oct, 2016
Best Practices

Keeping Family and Business Separate

In a recent episode of Grey’s Anatomy, I noticed that two of the characters are married, and

Local Sports Sponsorship 101

Local Sports Sponsorship 101 »

11 Oct, 2016
Best Practices

Local Sports Sponsorship 101

If you’re a small business, chances are your marketing dollars are minimal so how do you make the best

Training for Financial Success

Training for Financial Success »

5 Oct, 2016
Best Practices

Training for Financial Success

When someone is acting in a play, they spend hours and hours reviewing lines, doing dress rehearsals, and even