Today’s current economic marketplace is dynamic. Particularly when volatility peeks in the financial markets, investors and asset managers seek new opportunities for diversification. Thus, alternative investments are an increasingly important part of an investment portfolio.… Read More
A key area of financial planning for business owners looking to strategize and plan for the sale or transition of their business is planning for their life’s milestones after the sale. Some of these milestones will involve (1) income and … Read More
In recent years, the industry has seen its share of ebbs and flows when it comes to employment, with the main contributor to its fluidity being the COVID-19 pandemic. As organizations continue to grow and hunt for stronger and skilled … Read More
A key component of exit planning is financial planning around your largest asset, your business. There are five key terms that business owners should know: (1) Wealth Management, (2) Portfolio Management, (3) Retirement Planning, (4) Risk Management, and (5) Estate … Read More
We are excited to announce that Managing Partner Michelle L. Jacko has been included as a finalist for the 2022 SD 500 Awards by the San Diego Business Journal (“SDBJ”). According to SDBJ, the SD 500 Award, “focuses on San … Read More
Diversity, equity, and inclusion (“DE&I”) initiatives are an essential part of the fiber of any company. By embracing and implementing DE&I values at the organizational level, businesses have an opportunity to foster an inclusive culture and promote diversity of thought … Read More
As all business owner’s know, timing is important to maximizing profits. As business owners create and analyze their exit plan it is important to forecast the owner’s exit timeline. This timeline clearly impacts the amount of value-building initiatives that can … Read More
When creating an exit plan and preparing to sell your business it is important to maximize the value of your intangible assets. One of the most valuable intangible assets of a business is human capital. The five key components of … Read More
As business owners analyze and formulate their exit plan with their trusted advisors maximizing the value of his or her business is typically at the forefront of the discussions. Strategic value of a business is a simple calculation: cash + … Read More
Managing Partner, Michelle Jacko’s article, “How to Address Change Management,” was published in the September 2022 issue of the NSCP Currents Newsletter.… Read More