August 9, 2023

Strategic planning is crucial for organizations seeking clarity and alignment in their pursuit of success.

August 9, 2023

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.

August 9, 2023

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.

April 12, 2023

The Goering Center recently hired Nancy Schreiner as its Membership Development Manager primarily responsible for new Member recruitment and member lifecycle management reporting to David Miller, Membership Director. Nancy’s start date is April 10, 2023.

April 7, 2023

In our wealth planning discussions with clients, there’s an old and somewhat morbid joke that comes up when helping them with the vexing question on when to claim their Social Security benefits: “If you tell me the exact date of your death, I’ll tell you exactly when to claim your Social Security!” Of course, the exact dates of death are unknowable, which is part of the not-so-funny joke. But the joke is intended to illustrate just how difficult it is to pinpoint an optimized strategy when one of the driving variables is unknowable.

April 7, 2023

Hybrid work, which blends remote and on-site work, is the way forward. Many companies are adopting a hybrid model that can fundamentally change and improve their business. But is this a good idea, or will it only make things more complicated? Let’s look at some of the pros of hybrid work, while also taking into consideration some of the hidden “gotchas.”

March 3, 2023

As a Certified EOS Implementer, I have the honor of working with great leaders that want to grow the value of their business. They understand that the best leaders are those that can inspire and motivate a group of people to exert themselves to help achieve a common goal. In the words of leadership guru Jim Collins: “Leadership is the art of getting people to do what must be done.” Leadership starts with creating a vision, a common goal so people know where to go and how they will get there. As leaders, you must create the vision and provide the tools for your team to execute on the vision while inspiring them to make it a reality.

May 4, 2023

As the leader of your business, you know having the right people in the right positions can propel your company forward. The same is true with a board.

May 4, 2023

Consider these six tactics for preserving or growing wealth during an unpredictable economy

April 7, 2023

When KeyBank surveyed middle market business leaders in September 2022, they expressed optimism despite ongoing economic uncertainty: 78% reported that the outlook for their businesses was either very good or excellent. But by the end of the year, that optimism was waning. In KeyBank’s December survey of 400 owners and executives of businesses with $10 million to $2 billion in revenues, respondents revealed greater apprehension about the outlook for their companies over the next 12 months and expressed the lowest outlook for the broader U.S. economy since the first quarter of 2021. With inflation, supply chain disruptions, higher energy costs and other factors exerting pressure on middle market businesses, many are working through significant challenges in 2023.