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The holiday season is upon us again, and in between family visits and turkey dinners, we may be reflecting on this year’s performance, how to improve profits and thinking what 2019 may look like. Most large corporations have been engaged in year-end planning and review activities, so why not you?It’s a good time to ask yourself, how is this year’s performance against your budget for the year. If you didn’t build a budget for 2018, then how do you measure...

For many business owners, the majority of their net worth sits in the value of their business, and for many there is no concrete exit strategy. It is common for business owners to view their business primarily as an income source (perhaps for family members as well as themselves), a job, or an “ATM,” rather than what it really is: an investment, and probably their most valuable asset. The same business owners may spend time managing their investment portfolios and/or...