The Conversation on The Business Plan

Great plans drive success, but what makes a business plan truly effective? This video delves into the critical elements of planning, emphasizing the
importance of team input, accountability, and aligning financial reporting with the plan. Discover how a well-structured plan ensures long-term success and stakeholder confidence.

The Conversation on Family Businesses

Handing down a family business from one generation to the next can have a successful outcome with the right practices in place. Partner and CPA, Rodney Davis provides practical and philosophic insights into succession, setting up a board and shareholder’s agreements.