Privately-Held Businesses

May 20, 2019

What Would Happen if Critical Employees Left Your Company?
Defense Contractors – in Particular – Must Retain Top Talent

Retaining key employees is one of the most important issues companies face, especially in a “full-employment” environment, and certainly in defense and government contracting....
January 14, 2019

Maximizing the Value of Your Real Estate or Construction Business

Retaining key staff – those crucial to your organization’s ongoing success, even survival – is a critical, yet over-looked, aspect […]
August 30, 2018

Skilled Labors’ Day – Keeping Top Workers Engaged and Employed (published in the San Diego Business Journal)

March 16, 2018

Fetch a Higher Price for Your Business by Retaining Your Key Employees

The reality and risks of losing key employees during the process of a sale..
January 12, 2018

Planning with Business Owners

The Magnitude of Planning now can last several Generation...
January 4, 2018

Life Insurance Can Benefit Succession Plan

Estate planning often presents challenges for family business owners as they strive to plan for business continuity....
January 4, 2018

Establishing an Employee Retention Strategy

Don’t misinterpret your most successful, driven employees as your most loyal. Over 25% of employees are currently at high risk […]
January 4, 2018

COLI for Executive Compensation

Corporate-Owned Life Insurance (COLI) is a common funding vehicle for executive compensation obligations. COLI is a life insurance policy owned […]
January 11, 2017

Life Insurance Can Benefit Succession Plan (published in the San Diego Business Journal)

Using life insurance in family business succession and estate planning often presents challenges for family business owners as they strive […]