Succession Planning
During our client conversations, we heard common issues related to succession planning for entrepreneurial companies.
We’ve assembled interviews with a number of company owners who will share their experiences in each of these areas, with some additional commentary from Briggs & Veselka Tax Partner, Kevin Lovins, who has advised clients on the financial and oftentimes emotional issues that accompany the sale or transfer of a closelyheld company.
Human Capital
During our client conversations, we heard common issues related to human capital for entrepreneurial companies. We've assembled interviews with a number of company owners who will share their experiences in each of these areas, with some additional commentary from Briggs & Veselka Partner Adam Dimmick, who plays a major role in the personnel recruiting and development of our own professionals.
- Fostering an Engaging Corporate Culture (3:29)
- How Successful Entrepreneurs Embrace the Different Skills and Viewpoints of Their People (3:33)
- Employee Engagement Retention (4:15)
- Engaging Your Employees' Potential (4:20)
- Hiring & Retention in a Tight Labor Market (3:50)
- Why Entrepreneurs Must Manage Humility and Humanity (3:47)
- Recruiting & Interviewing Strategies in a Full Employment Economy (3:43)
Innovation
During our client conversations, we heard common issues related to strategy, innovation and digitalization for entrepreneurial companies. We've assembled interviews with a number of company owners who will share their experiences in each of these areas, with some additional commentary from Briggs & Veselka Tax Partner John Cooney, who has advised clients on the importance of a strong company strategy and culture, as well as the ways an organization can grow toward an optimal level.
- Accountability (5:51)
- The Four Things Wrong with Most Entrepreneurs (5:18)
- The Innovation Mindset Starts at The Top (3:19)
- Keeping a Strategic Plan on Track for Middle-Market Businesses (3:57)
- Managing Innovation & Maximizing Effectiveness (3:07)
- The Power of Strategy & Innovation (6:34)
- The Benefits of Collaborative Strategic Planning (6:30)
Marketing
During our client conversations, we heard common issues related to marketing and sales effectiveness for entrepreneurial companies. We've assembled interviews with a number of company owners who will share their experiences in each of these areas, with some additional commentary from Briggs & Veselka’s former Managing Director of Marketing, Bill Penczak. Bill is experienced at guiding companies and entrepreneurs toward a cohesive marketing strategy that reflects their business strategy
Operational Excellence
During our client conversations, we heard common issues related to operational excellence for entrepreneurial companies. We've assembled interviews with a number of company owners who will share their experiences in each of these areas, with some additional commentary from Briggs & Veselka, State and Local Tax Partner, John Cooney, who has advised middle market and larger companies on operational efficiencies.
- Foundation of Operational Improvements (4:03)
- Getting Buy-in From Your Personnel (4:35)
- How to Begin Operating Excellently (7:08)
- How Businesses Can Incorporate Robotics (2:26)
- KPI-Centric Operations: Measuring What Matters (4:56)
- Your Company's Size Matters, Until It Doesn (4:21)
- Ultimate Approach to Customer Satisfaction (3:01)
- What Gets Measured Gets Done (3:30)
- The Impact of Automation on Middle-Market Companies (3:55)
Risk Regulation
During our client conversations, we heard common issues related to risk and regulation for entrepreneurial companies. We are grateful to our clients and friends of the firm who participated in these segments on IT and corporate risk: Donny Shimamoto, Managing Director and Founder of IntrapriseTechKnowlogies, a nationally recognized IT systems and security expert; Ron Coben, CEO of Pioneer Bank; and Jonathan Saperstein, CEO of TreeTown USA.
- Stories from the Front Line on Cyber Risk (4:26)
- How Businesses Adapt to International Market Risks (3:58)
- How Middle-Market Companies Should Manage Risk (5:40)
- Two Perspectives on the Risk of Not Taking Long-Term Risks (3:02)
- Segregating Financial Risk (3:14)
- How Trade Tariffs Impact the Local Economy (3:12)
- Why Leaders Must Embrace Risk & Regulation (3:50)
