The Success Inventory by The Patrick Group.

Articles

Increasing the Value of Your Business
Key tips for improving the value of your business.

The Financial Life of the Private Business Owner
How to take advantage of different financial stages.

Understand the Stage of your Business
Defining and utilizing the development stages of your business.

Using Key Metrics to Compensate and Improve your Business
Setting up a rewards program that will keep your employees motivated.

Changing your Relationship with your Business
Developing a deeper understanding of your business as it grows.

Breaking Down the Silos
Getting the different functional areas of your business to work together.

The Objective Review
5 Steps to identify and acheive your goals.

Stage 2 Business Planning™
Gaining clarity, competence and trust in yourself, your plans and your advisers.

Using Deferred Compensation to Sell Your Business
At some point in your business life you will leave your business. For most people the goal is to leave with as much money as possible.

How to Hire a Financial Adviser
Make sure you adviser puts you first and helps you discover what is important in your life.

Seven Steps to Leaving Your Business in Style
Using our seven step process will help you leave your business with elegance and grace.

Getting Appropriate Outcomes
Developing, Implementing & Triggering Strategies that Work.

7 Myths of the Privately Held Business
Most owners of privately held business have a view of themselves that is significantly different than the rest of the world.

Clone Your Best Customer
How to promote and increase your bottom line by cloning your best customers!

Expect, Inspect, Accept
The purpose of this article is to give you some simple methods for making sure you and your company are moving towards outcomes that are appropriate for you.

Four Tier Budgeting
To understand where you’re going, you must first make a map.

Four Ways to Leave Your Business
You will either sell to an outsider, sell to your managers, pass your business to your family or liquidate your operation someday.

Hiring for Energy Unit Analysis - A Primer in Hiring Practices
Many companies are successful with hiring only twenty-five percent of the time. This article shows you how to dramatically improve that percentage.

Mission Vision Values & Goals
Strategies, tactics and tools are important, but you must start with mission, vision, values and goals to get true value from your planning.

Multiple Bottom Lines
Spending some time thinking about what is important in your life by asking our visioning question can also help you achieve the multiple bottom lines you have in your business and personal life.

Purchasing A Business
When purchasing a business there are several steps you should do to help you first understand what specifically you’re buying.

Risk Evaluation
The first and most important aspect of looking at any risk is coming up with a budget.

The Stay Bonus
Learn some simple steps that you can take to make sure your key people stick around if the going gets tough.

The Wealth Optimization Process
Controlling your wealth should always start with a thorough understanding of your values and goals. Make sure all the planning is done from your point of view.

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Stage 2 Planning Partners
20 Kimball Avenue, Suite 201
South Burlington, VT 05403
Tel:802-846-1264
Fax:802-846-1269
Email: info@stage2planning.com

Stage 2 Planning Partners
4 British American Blvd.
Latham, NY 12110
Tel: 518-608-8939
Fax: 518-640-2164
Email: info@stage2planning.com

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