Blog

March 13, 2023

You’ve undoubtedly seen the troubling news stories over the weekend regarding the closure of Silicon Valley Bank headquartered in Santa Clara, California and Signature Bank in New York City. This news may be raising questions for clients across all our communities.

I am reaching out to assure you that …

In our first of this 2-part series on succession planning, we laid the foundation for succession planning — quite literally — by talking about its foundational role as part of the business plan.

But we also discussed the importance of staying flexible; if the past few years have taught small- and medium-sized business owners anything, …

Apple. Gucci. Disney. Starbucks. All big brands with enviable business models, right?

Wrong — or at least as it pertains to succession planning.

All four of these business behemoths experienced serious operational hiccups due to flawed succession planning. And considering corporate giants have been known to undertake …

Consider this question: What’s your biggest financial goal — as an individual or a business owner?

For many people taking the Consumer Federation of America’s “America Saves Pledge,” one of the top responses: getting out of debt.

If you’re reading this post — perhaps this goal also ranks high for you? And, for small to …

The Dixie Fire remains one of California’s single largest wildfires in its history. It destroyed homes and buildings when it charged across almost a million acres of land in 2021. What it didn’t destroy: resilient communities that are in the process of recovery. Over the last year and a half, incredible work has been done to clear the …