In This Issue
Tickets are now on sale for the 2023 Family & Private Business Awards at the Hard Rock Casino on Monday, September 11, 2023. Join us for this celebration of family & private businesses. Hear from our thought leaders below and check out our complimentary overview events on Next Generation Institute and Financial Fluency.
From Our Thought Leaders
Strategic Planning Done Right - Overcoming Common Pitfalls
Strategic planning is crucial for organizations seeking clarity and alignment in their pursuit of success. However, statistics reveal that many strategic plans fail to launch fully. This article explores eight critical pitfalls organizations MUST avoid creating and implement a successful strategic plan. Read full article.
A Potential Overhaul of Noncompete Law is On the Horizon
Although the legal headwinds appear to be blowing against the use of noncompete agreements in the long term, Ohio employers are still currently permitted to use noncompete agreements that are reasonably crafted to protect an employer’s interests. Read full article.
Ownership Transitions – Exploring Options
Ownership transitions for business leaders can carry an extra burden for those overseeing family-owned operations, and all the responsibilities that come in that role. These leaders can help themselves, their families and their employees by carefully considering all options – even those that may be misunderstood or even rejected with little thought. Read full article.
Financial Planning for Business Owners: Four Digital Reminders You Should Have on your Calendar
The life of a business owner is busy, chaotic, and exhilarating; but focusing on so many urgent matters doesn’t leave much time to address important formalities. Consistent planning with your advisory team — instead of waiting until a major life event occurs — is far less disruptive over time. It can be as simple as setting a recurring reminder in your calendar. Read full article.
Upcoming Events
August 15 / 9:30 - 10:30a.m. /Pricing Power Series Session 1 Virtual Workshop Series / Register
September 11 / 4:30 - 8:30 p.m. / Family & Private Business Awards Celebration and Award Ceremony at the Hard Rock Casino Register
September 20 / 7:30 - 9:30 a.m. / Complimentary overview breakfast: Next Generation Institute / In-person / Register
Complimentary overview to provide an opportunity for family business owners and their next generation leaders to explore the Next Generation Institute (NGI)®. Join us for breakfast and determine if the time is right for you and your family to start preparing for your business transition with us.
September 21 / 9:00 - 10:30 a.m. / Financial Fluency Overview / Virtual Zoom / Register
Join us for a complimentary overview to provide an opportunity to understand how Financial Fluency can help new and emerging leaders become empowered to understand their company's financial data, giving them the confidence to engage in the conversation and make better business decisions.
View our 2023 Events Calendar and learn more about upcoming programs throughout the year.
Welcome To Our Community
Hello Hire, Todd Markle - Core Member
Auxilio Inc., Edward Dollin - Core Member
Roberds Converting, Amy Achbergeromp - Core Member
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