How to Pass Down a Family Business
Expecting to inherit and run your family’s business exactly like Mom and Dad did? Each new generation of leadership has different skills and interests. Business contexts shift. Maybe you should step back and consider the CEO’s job description, the governance of the business and the evolving business context — or you might be setting yourself […]
Read MoreShould You Go with a Medicare Broker?
How can you be sure that an insurance salesman is being honest with you? Talk to a broker instead of a corporate representative. Because Medicare brokers work for many different insurance companies, they can try to find the right fit for you rather than pushing one carrier. Your Medicare broker will be able to review […]
Read MoreMoser Foundation 2021 Press Release
The pandemic has given all of us challenges over the past year and nonprofit organizations are no exception. Arts, education and literacy nonprofits have needed to find creative ways to continue providing programs and services to their clients, patrons and audiences. Performances, educational activities and outreach have changed dramatically. The Christine Moser Foundation has made […]
Read MoreLindsay Foundation Supports Basic Needs Fund, Addiction Services
We are proud of our clients! Good People doing Good Work. The Brian & Marilyn Lindsay Foundation made a grant that matters to Wheeler Clinic. Read the full story here.
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