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Business Plans

Schwabe, Williamson & Wyatt PC

State of Manufacturing in the Pacific Northwest | 2025 Report

We at Schwabe and Aldrich are excited to share the insightful findings from the third edition of our State of Manufacturing in the Pacific Northwest survey. Having conducted similar surveys in 2018 and 2021, we’ve maintained...more

Hinckley Allen

The Essential Guide to Document Preservation for Estate and Business Planning

Hinckley Allen on

Over the course of a lifetime, each of us will accumulate a small mountain of documents, paperwork that is often carelessly tossed in a drawer and then, perhaps, eventually discarded. Though much of this paperwork is...more

A&O Shearman

UK Financial Conduct Authority publishes dear CEO letter for custody and fund services

A&O Shearman on

The U.K. Financial Conduct Authority has published a Dear CEO Letter setting out its supervision strategy for firms in the custody and fund services sector. The custody and fund services sector broadly covers firms acting as...more

Legal Internet Solutions Inc.

What is Client Journey Mapping and Why is it Crucial for Law Firms?

It should go without saying that understanding your client’s experience with your firm is critical to understanding how to continue impressing this client as well as future clients. (Or to understand what needs to be fixed.)...more

Troutman Pepper Locke

Succession Planning: Expert Strategies and Tips From Succession — Hiring to Firing Podcast

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In this episode of Hiring to Firing, hosts Tracey Diamond and Emily Schifter delve into the critical topic of succession planning, drawing parallels with the popular TV show Succession. Joined by Jan Levine, an experienced...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Make yourself relevant

The greatest business failures are business giants that fail to adapt to a changing environment. If Blockbuster only saw the future was digital, perhaps it could have saved itself, even with its stubborn decision not to buy...more

Wilson Sonsini Goodrich & Rosati

“You Don’t Have to Go Home, but You Can’t Stay Here”: Founder Exits (Part 1)

Venture-stage investors make their investment in the people of a business as much as they do the idea and the operations. The drive, the know-how, the effort, and the vision of the founders are typically what attract first...more

Warner Norcross + Judd

Is Your Business Planning Ready for an Unexpected Incapacity or Death? Stress Testing Your Estate Planning – Step 2

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Most people take steps to maintain good health, including scheduling annual checkups with their doctors to confirm there are no immediate or long-term health concerns. This checkup could include a stress test, which lets you...more

IR Global

Strategic Business Structuring and Succession Planning: Balancing Goals and Challenges

IR Global on

Effective business structuring and succession planning are vital for long-term success and smooth transitions. However, many business owners and their advisors fail to consider the broader implications and goals beyond...more

Morris, Manning & Martin, LLP

Why Your Organization Needs an AI Policy

As AI becomes an integral part of modern business, it’s critical for companies to establish a strategic AI policy and framework that not only addresses current challenges but also positions them for future growth and...more

Omnizant

SWOT Analysis for Law Firms

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SWOT is not just a fancy business acronym—it is a powerful yet straightforward framework for understanding and elevating your law firm. If you’re like a lot of lawyers, you may have launched your solo firm after spending...more

DarrowEverett LLP

Foreign Entity Qualification Requirements: New York, Florida, and Massachusetts

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For many founders, business formation in Delaware is preferrable regardless of where the business plans to operate. There are many reasons for that, including preferable corporate taxes, business friendly laws and...more

IR Global

Diversification Empowers Succession Strategies

IR Global on

For most business owners, their business is their baby. They have invested their time, money, and efforts into building something tangible they can be proud of. They know their business inside out and can count on a steady...more

IR Global

Tuning Your Ear to Discover Client’s True Motivations

IR Global on

Jeff Faulkner, co-founder of The International Succession Planning Association (ISPA), recently shared his insights on the natural progression of entrepreneurs and how business advisors can help them grow their businesses....more

IR Global

Client Onboarding: A 4-Stage Process

IR Global on

An Accounting business based in Perth, Australia is taking on a lot of new Clients. That’s good… but they weren’t doing a great job of onboarding these new Clients. So they revisited and documented processes related to...more

Allen Barron, Inc.

Integrated Consulting, Legal, Tax and Accounting Services

Allen Barron, Inc. on

What is the value of value of integrated consulting, legal, tax, and accounting services? Just before the millennium, a group of prominent professional service companies was known as “The Big Eight.” The Big Eight included...more

Rivkin Radler LLP

Considerations for Running a Home-Based Business

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For many, the allure of a home-based business is rooted in the freedom it offers, allowing business owners to create their own schedules and travel more freely. Navigating the journey of starting and running a successful...more

Mandelbaum Barrett PC

Financing Your Business Growth: Securing Funding While Protecting Your Interests

Mandelbaum Barrett PC on

Are you ready to take your business to the next level but worried about the complexities of securing the right funding?  Like many entrepreneurs, you may find yourself facing the obstacle of balancing capital acquisition...more

Passle

Paul Askew of Withersworldwide on Why Legal Marketing Needs to Get Personal - Passle's CMO Series Podcast EP149

Passle on

Authentic, human-centred stories have long been a staple in B2C marketing, but they’re much less common in the world of professional services. As digital media rises, the fast-paced nature of the media landscape and...more

Mandelbaum Barrett PC

Startup Legalities: Essential First Steps for Success

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Did you know that according to The NY Times, about half of new businesses fail within the first five years? This reality underscores the critical importance of establishing a strong business plan and legal foundation from the...more

Hutchison PLLC

The Best of Founder Shares: Highlights Wisdom of Season's Guests

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At the end of every Founder Shares episode, host Trevor Schmidt poses the question, “If there's one piece of advice that you would share with somebody who's thinking about starting a company or who's currently running their...more

Potomac Law Group, PLLC

SBA 8(a) Business Development Program - How It Can Benefit Your Company and How to Get Certified

If you are a small business owner, you may be interested in applying for the 8(a) Business Development (BD) program, a nine-year federal program that helps eligible businesses owned and controlled by socially and economically...more

Thomas Fox - Compliance Evangelist

Succession Planning in the Multi-Generational Workforce: Insights from Lisa Levy

I recently had the pleasure of sitting down with Lisa Levy, a business strategy and organizational development thought leader. Our conversation delved into the complexities and importance of succession planning, particularly...more

IR Global

Understanding Client Motivations: Key to Making a Significant Impact

IR Global on

Jeff Faulkner, co-founder of the International Succession Planning Association, speaks about the challenges that arise when transferring ownership of a business to the next generation. In the video, he points out the...more

Pillsbury - Propel

Estate Planning for Founders – Part I: The Core Estate Plan

Pillsbury - Propel on

This is the first of a four-part series focusing on estate planning for founders. In this series we will cover why, as a founder, you need an estate plan. The right planning can save your family significant sums of money in...more

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