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The Business of Money

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The Business of Money – Business Succession Planning – I Think I’m Ready, How Do I Start?

December 23, 2021 by Garrison R. North

Filed Under: Corporate

The Business of Money – Business Succession Planning – Garry’s Path to Succession

December 2, 2021 by Garrison R. North

Filed Under: Corporate

The Business of Money – Business Succession Planning – Roger’s Path to Succession

November 11, 2021 by Garrison R. North

Filed Under: Corporate

The Business of Money – Business Succession Planning – How Do I Start?

October 28, 2021 by Master's Advisors

Filed Under: Corporate

The Business of Money – Business Succession Planning – Why Internal Succession?

October 14, 2021 by Garrison R. North

Filed Under: Corporate

The Business of Money – Seats at the Planning Table – Part 4

July 29, 2021 by Garrison R. North

With your team established, it is time to put in place the necessary systems and processes to enable everyone to continually add value as a planning team. Just like within your business, you need to think strategically about how your team is structured, and what rhythm will work best for them and for you. Here are some structural components to consider for your planning team: Regular Meetings – Unless you… Read More

Filed Under: Corporate

The Business of Money – Seats at the Planning Table (Part 3)

July 8, 2021 by Garrison R. North

We have heard a lot about ‘virtual’ in the past year and a half, but your Virtual Team is not a team that meets exclusively via Zoom. Rather, this team comes around your Core team when you encounter issues outside their areas of competency. Members of your Virtual Team will get involved to play a specific, specialized role, and when the need for that role is gone, they step out…. Read More

Filed Under: Corporate

The Business of Money – Seats at the Planning Table (Part 2)

July 7, 2021 by Garrison R. North

What seats do you have at your planning table? What seats might you need that you don’t have? What roles do you need your advisors to play to help grow and protect your business? These are probably not questions you lay awake asking yourself each night. Very few of us intentionally plan out our advisory team, unless there is a forcing mechanism (sale, succession, catastrophic event) that leads us to… Read More

Filed Under: Corporate

The Business of Money – Seats at the Planning Table (Part I)

June 10, 2021 by Garrison R. North

This is the first blog of our series titled “Seats at the Planning Table” in which we will explore the who, what, when and why behind organizing a planning team for your business. In this series, we are not talking about your “in the business” strategic planning team, but your “on the business” planning team. This team will be made up of various outside advisors and some internal team members…. Read More

Filed Under: Corporate

The Business of Money – What Path is Right for YOU?

April 23, 2021 by Garrison R. North

How many speakers do you hear, books do you read, or podcasts do you listen to that give you a specific prescription on how to best run your business? Much of the business media we consume is hoping that you take their specific path to business success. It is what helps them build their brands, sell their products, and have testimonials to promote to other business owners. I have found… Read More

Filed Under: Corporate

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Securities offered through Securities America Inc., member FINRA/SIPC. Master's Advisors is not affiliated with the Securities America companies. Advisory services offered through Securities America Advisors, Inc. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. This communication is strictly intended for individuals residing in the states of CO, DE, FL, IL, IN, KY, MD, ME, NC, NE, NJ, OH, OK, PA, SC, TN, TX, VA, VT, WV, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technologies,  websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. All images and Content Copyright © 2020 Masters Advisors, Inc. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

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