Succession PlanningHuman CapitalInnovationMarketingOperational ExcellenceRisk Regulation

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.

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.

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.

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.

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