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Ideas & Insights


Insight Article

Organizational alignment assessment

Learn how assessing your business’ structure, planning and communication channels can realign you for a more strategic and strong future.

  • Jensen, Bob
  • |

Insight Article

Preparing for a leadership shift

Deliberation of succession planning issues that arise in your business and professional services firm can reduce financial and emotional woes.

  • Rosenthal, Barry
  • |

White Paper

The devil is in the details

Article on ESOP distributions, focusing on the detailed mechanics of the how, when and what value is used at the time of the sale.