Matter & Substance

Thoughts from our industry
to help Businesses and Individuals

October 2, 2018

Building a sales prospect pipeline for your business

An old business adage says, “Sales is a numbers game.” In other words, the more potential buyers you face, the better your chances of making sales. This isn’t completely true, of course; success also depends on execution. Nonetheless, when...

September 25, 2018

Dynasty Trusts are more valuable than ever

The Tax Cuts and Jobs Act (TCJA) affects more than just income taxes. It’s brought great changes to estate planning and, in doing so, bolstered the potential value of dynasty trusts. Exemption changes Let’s start with the TCJA. It...

September 13, 2018

Are you ready to expand to a second location?

Most business owners want to grow their companies. And one surefire sign of growth is when ownership believes the company can expand its operations to a second location. If your business has reached this point, or is nearing it,...

September 11, 2018

Business tips for back-to-school time

Late summer and early fall, when so many families have members returning to educational facilities of all shapes and sizes, is also a good time for businesses to creatively step up their business development efforts, whether it’s launching a...

August 20, 2018

Is your inventory getting the better of you?

On one level, every company’s inventory is a carefully curated collection of inanimate objects ready for sale. But, on another, it can be a confounding, slippery and unpredictable creature that can shrink too small or grow too big –...

August 20, 2018

Get SMART when it comes to setting strategic goals

Strategic planning is key to ensuring every company’s long-term viability, and goal setting is an indispensable step toward fulfilling those plans. Unfortunately, businesses often don’t accomplish their overall strategic plans because they’re unable to fully reach the various goals...

August 20, 2018

Contemplating compensation increases and pay for performance

As a business grows, one of many challenges it faces is identifying a competitive yet manageable compensation structure. After all, offer too little and you likely won’t have much success in hiring. Offer too much and you may compromise...

August 8, 2018

Three keys to a successful accounting system upgrade

Technology is tricky. Much of today’s software is engineered so well that it will perform adequately for years. But new and better features are being created all the time. And if you’re not getting as much out of your...

July 31, 2018

Trust is an essential building block of today’s websites

When businesses first began using websites, getting noticed was the name of the game. Remember pop-up ads? Text scrolling up the screen? How about those mesmerizing rotating banners? Yes, there were – and remain – a variety of comical...

July 23, 2018

Could a long-term deal ease your succession planning woes?

Some business owners – particularly those who founded their companies – may find it hard to give up control to a successor. Maybe you just can’t identify the right person internally to fill your shoes. While retirement may not be in your...

July 10, 2018

Cost control takes a total team effort

“That’s just the cost of doing business.” You’ve probably heard this expression many times. It’s true that, to invoke another cliche, you’ve got to spend money to make money. But that doesn’t mean you have to take rising operational...

July 2, 2018

How blockchain may soon drive business worldwide

“Blockchain” may sound like something that goes on a vehicle’s tires in icy weather or that perhaps is part of that vehicle’s engine. Indeed it is a type of technology that is predicted to help drive business worldwide (and...

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Matter & Substance

Thoughts from our industry to help Businesses and Individuals

Thoughts from our industry
to help Businesses and Individuals