CARVC 2017 Convention

I am happy to announce that I will be speaking at the CARVC 2017 Convention in Myrtle Beach. I will be teaching two seminars and meeting a wonderful group of business owners. Everyone knows that you “should” prepare for transition of the business to the next generation or a new owner. But let’s face it, it’s difficult to prepare personally let alone professionally.

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Creating and Completing a Business Succession Plan is a Marathon, not a Sprint

If you follow my Facebook page you know, I accomplished a BIG personal goal this spring. I completed the 21-mile race in Big Sur California on April 24, 2016, in five hours and twenty-five minutes. Big Sur was my first 21-mile race. While I like to think of myself as having a pretty healthy lifestyle, I am by no means a marathoner. As I was doing this wonderfully challenging race, I began comparing my training and completion of this race with the struggles, fear, pain, exertion, and joy my clients go through during the creation, implementation, and completion of their business transition plan.

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Amy Wirtz Attending Top Producer Seminar Designed to Help Farm Families Prosper

As many of you know, I have a special interest in the agricultural industry. I grew up in Fulton County Ohio and most of my classmates were farmers or people who made their living off of the agricultural industry. There is no more intricate family business than the family farm. The land is where they live and many are run by third and fourth generations.

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The Second of The Five Ds: Disability

We covered the first D-Death in our last blog. The following four articles will address disability, disaster, divorce and disagreement and their effects on a businesses. This article addresses the risks of both the family and the business with the owner who suffers from a short term or long term Disability. A Certified Exit Planning Advisor educates business owners on how to prepare the unknown and real possibility of the disabled business owner.

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