The Interim Executive Advantage: Experience, Action, Results

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Despite its popularity in Europe, an Interim Executive is still relatively unknown in North America. After talking with a number of business owners, partners and executives we have put together this paper showing answers to many of the more common questions we have been asked. 

Experienced leadership is one of the most important factors contributing to the success of any business. Despite their enthusiasm, current managers may not have the knowledge or experience to launch ...

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Four Keys to Managing Change

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Though this is written primarily for financial advisors, the principles apply to any business in any industry and provides readers with a simple four-part model to consider when undertaking a change initiative of any size. Using this model as a guide throughout the change process will greatly improve the chances of having a successful, satisfying outcome, whether you are “transforming” or “tweaking” your organization.  

Living, as they do, in the world of numbers financial advisers should be cautious when attempting to ...

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We Remember …

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Thirteen years ago today. Many of us remember where we were when we first learned of the destruction of the World Trade Center in New York city; an unprecedented event that in many respects changed the world. Shortly after Al Webb, a journalist in England, wrote a very moving article. One that I’m sharing to help us remember. 

By Al Webb

LONDON (UPI) — A small girl with a Cockney accent shyly waved a tiny American flag, and a queen brushed away ...

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Business Structure to Produce Growth

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Today I received an email from a friend-client who lives in the Eastern Time Zone. His organization is growing. And with the growth has come a number of challenges. In his note, he mentioned these, along with some of his initial thoughts as to how they can be addressed. Here is my response.

 Phil –

WOW! The challenges you are facing made me smile as they are the same ones that I’ve been dealing with over the past couple of years ...

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Family Business Succession: Three Basic Steps

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When a family business passes to the next generation it is likely going to fail. At least that’s what the statistics indicate. To beat the odds, planning and forethought are needed to create a clearly defined family business succession plan. One that will succeed.

Without this, the momentum of the family business can be lost, causing it to fail despite its recent or current success. Though transferring the ownership of a family business to a new generation of successors can be ...

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Seven Facts About Family Business Succession

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It is hard to transfer a Family Owned Business. In fact, the difficulties and awkwardness of Family Business Succession can be so overwhelming as to create a gap between Founders (or Leaders) and Successors. Here are seven slides showing facts about Family Business Succession every owner and successor need to understand. 
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Reduce the Risk of Business Growth

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By taking on the the mindset of Ulysses S. Grant, you can reduce the risk of business growth and increase the likelihood of success. 

It’s hard to grow a business. Most attempts fail. At times, miserably.

As a result, we tend to avoid or at least minimize our risks when creating strategies for business growth; holding tightly onto the tried and true. Even when the “tried and true” starts losing its luster.

One of our clients owned a company in a mature industry. ...

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My View … on Business Performance

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To Improve Your Business Performance, You Really Need a Garage Sale Mind-set

Tomorrow Liberty Lake will host its annual community wide garage sale. I had heard about this before we moved here, just over a year ago. But until my wife and I lived through it, we did not fully appreciate the event.

And what an event! Hundreds of sales, thousands of visitors, dozens of vendors; all converging to make our small city on the lake a regional “hot-spot,” if only for a ...

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