The Robison Blog
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September 1, 2008
Five Ways To Expand Your Succession Planning Business, Part 1
To be successful in selling and providing any professional service, it is imperative that you first have a solid understanding of yourself, your clients, and your team. This knowledge is essential...
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August 1, 2008
Shifting Sand for Advisors and Preparers under Proposed Penalty Regulations
May 25, 2007 just seemed like any ordinary Friday to many Advisors. However, it was the day that many more Advisors became liable under the New Penalty Regulations...
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July 28, 2008
Common Impulses That Lead Us To The Wrong Conclusions, Part 2
Last month, we explored four common impulses that do not promote rational decision-making. In the sale or transfer of a Family Business, these impulses can often lead the client or Advisor...
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July 22, 2008
Common Impulses That Lead Us To The Wrong Conclusions, Part 1
For many, the transfer of a Family Business can paralyze the Advisor as well as the Owners. There are so many decisions, and so many choices. What should be tackled first? There is, in fact...