<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=275610486160139&amp;ev=PageView&amp;noscript=1">
CLIENT LOGIN
802.846.1264
South Burlington, VT

Value Creation Blog

5 Ways To Make Sense Out Of Chaos – Life Changes

chaosYou’ve just been fired from your job, your spouse has just died, you’re in the middle of a divorce, your life has been turned upside down and the only thing you can think about is all the things you need to do.

The more you think about them the bigger your headache becomes. It’s easier to do nothing and sit on the sidelines. You might even feel stuck.

Continue Reading

Topics: decision process, Change, disaster plans


Bad Things Will Happen. Are You Prepared? - Scenario Planning

scenario_planningI don’t know about you, but I hate to think about the really scary things that can happen in life. At the same time I know it’s the responsible thing to do. I love my family and I want to make sure that if something happens to me they’ll be taken care of.

There are two sides of disaster planning: One is scenario planning and the other is risk management. This post is for those of us who need some reminders about risk management.

Continue Reading

Topics: financial planning, wealth management, scenario planning, disaster plans, stage 3,, stage 2,


Bad Things Will Happen. Are You Prepared?

disaster planning resized 600I don’t know about you, but I hate to think about the really scary things that can happen in life.  At the same time I know it’s the responsible thing to do.  I love my family and I want to make sure that if something happens to me that they’ll be taken care of. 

There are two sides of disaster planning.  Last week we dealt with scenario planning.  This week we’ll concentrate on risk management.

Continue Reading

Topics: understand complicated plans, scenario planning, disaster plans


My New Favorite Word - Priage

next steps I bet you’ve never seen the word priage before.  I hadn’t either, that is until a couple of weeks ago.  When I first saw it, I sat there and scratched my head for a while, and then I got it:  Priage is the other end of triage.  It’s what you do when you know you’re going to have a transitional event, but it just hasn’t happened yet.

Why priage can save you a lot of pain.

Continue Reading

Topics: transition planning, Change, disaster plans


Scenario Planning Allows You To Love Change

Prepare for change   scenario planning resized 600Right now business is pretty good for the clients I work with and my conversations with them include the question about what we’re going to do if things reverse and aren’t so good in the future.

Business is good right now and yet at the same time the amount of optimism from some of my clients is pretty darned low.  I find I’m having more alternate scenario conversations than I’ve had in years.

Continue Reading

Topics: for business owners, Change, scenario planning, disaster plans


3 Scenario's In Financial Planning for Burlington, Stowe, VT

financial planning burlingtonMany advisors do a financial plan with one option.  It’s the one they believe is likely to happen.  Unfortunately what we believe is going to happen often doesn’t and the plans we assemble are inaccurate.

I think it makes more sense to think about the financial planning process as one where we build several scenarios that could happen and stress test each scenario to see if the plan gets you to your financial goals.  None of us know what’s going to happen in the future.  Using scenario planning allows you to think about what could happen instead of trying to predict the future.

Continue Reading

Topics: financial planning, Change, scenario planning, disaster plans


How Passionate Are You About Your Business? – Exit Planning

Continue Reading

Topics: for business owners, exit planning, business exit planning, disaster plans


Help…My World Is Upside Down and My Brain Doesn’t Work

cognitive impairment This is a situation we find ourselves in when we are in extreme change and under stress.  Our ability to think is significantly reduced.  We might think we’re OK but when we look back on these times in our lives we’re almost always working well under our capabilities.

Continue Reading

Topics: cognitive impairment, transition planning, disaster plans


You’re Only One Phone Call From Disaster - Wealth Management

Disaster PlanningI first heard this statement from Rob Slee.  He was referring to private business owners always being one call from being out of business.  We all have the potential for the phone call we dread.  Some of them might be:

Continue Reading

Topics: wealth management, enterprise value, disaster plans


5 Reasons A Stay Bonus Is Really Important In A Disaster Plan

Stay BonusI write a lot about the use of a stay bonus when you’re going to exit your business.  Keeping your key people is often the difference between a great buyout price and one that is so, so. 

Continue Reading

Topics: enterprise value, stay bonus, disaster plans


Subscribe to Our Blog

Subscribe to Our Blog

Most Recent