Minding Your Business: Key Deals Makers and Deal Breakers Today April 17, 2017 By Catherine Oak and Bill Schoeffler Why are some transactions or “deals,” as they are called, most likely to happen or not happen? There are a...
Minding Your Business: Now Is the Time to Get Rid of Outdated Beliefs in the Agency March 20, 2017 By Bill Schoeffler and Catherine Oak Quick, what color is a yield sign? Many adults, especially those more than 50 years old will say unequivocally that...
Minding Your Business: Trends to Exploit in 2017 February 6, 2017 By Bill Schoeffler and Catherine Oak It is a new era for our country, with President Donald Trump coming into power with the theme to “Make...
Minding Your Business: Business Exit Strategies January 9, 2017 By Bill Schoeffler and Catherine Oak Every business owner will exit his or her business at some point. The key is — will it be on...
Gifting Agency Stock & Grantor Retained Annuity Trusts May 23, 2016 By Bill Schoeffler and Catherine Oak Paul Simon wrote that there are “50 Ways to Leave Your Lover.” For business owners, there are a few less...
Agency Performance Enhancement with the Power of Habit March 21, 2016 By Bill Schoeffler and Catherine Oak Imagine the effect on owners, managers, producers and staff if they knew how to improve anything they did by having...
How to Attract and Retain Great Employees February 22, 2016 By Bill Schoeffler and Catherine Oak Today, successful high-performing businesses are developing creative programs to guide employees to focus on improving business performance and rewarding them...
Year End Agency Review December 7, 2015 By Bill Schoeffler and Catherine Oak The holiday season is upon us. People are busy shopping, celebrating and just relaxing with the family. What better time...
How to Perpetuate the Family Agency November 2, 2015 By Bill Schoeffler and Catherine Oak In the past year, we have completed or are still in the middle of at least six business valuation and...
Is Taking a Vacation a Good Way to Increase Agency Value? October 5, 2015 By Bill Schoeffler and Catherine Oak Summer is over and the kids are back in school. Many of us spent a week or two away from...