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Impact Advisors Group | Duxbury Massachusetts | Warrington Pennsylvania
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Category: Business Planning

Business Planning: Key Employee(s) Dependence

Business Planning Key Employee(s) Dependence

80% of a company’s results are often created by 20% of their team, but what happens when those key employees leave?

Business Planning: Phase II – Defend – Internal Threats

Business Planning: Phase II – Defend – Internal Threats

To improve the odds that our business wins long term, it’s essential that we build up our defense against threats, both internal and external.

Business Planning: Focus on the Fundamentals

Business Planning - Focus on the Fundamentals

In times of uncertainty and/or adversity, refocusing on the fundamentals is a time-tested solution.

Business Planning: Having the Right Team Can Help You Go Far(ther)

Having the Right Team Can Help You Go Farther

If you want to go far, go together. Let’s explore some of the reasons why having the right team can help you go far(ther).

Business Planning: 10 Reasons to Engage a Personal CFO

Business Owners: 10 Reasons to Engage a Personal CFO

IAG believes business owners would improve the odds of financial success by actively engaging with a personal CFO.

Business Planning: Christmas – Don’t Grow Broke

Christmas Don't Grow Broke

Unfortunately, many business owners only/primarily look at revenue as the metric to assess growth. This can lead to disastrous outcomes!

Business Planning: Tricks And Treats

Business Planning: Tricks And Treats

While we are more familiar with “trick or treat” in the context of children and Halloween, it can also be applicable for business owners.

Business Planning: 2023 National State of Owner Readiness

2023 National State of Owner Readiness

Ten years ago, the Exit Planning Institute embarked on a groundbreaking research endeavor called the State of Owner Readiness Survey.

Business Planning: Defending Your Business Against Internal and External Threats

Defending Your Business Against Internal and External Threats

Phase II of IAG’s Business Planning process is to “Defend” the business from internal and external threats.

Business Planning: Crucial Question for Every Family Business Owner

Reviewing Your Existing Life Insurance Policy

Thomas Deans, the author of Every Family’s Business, often asks business owners a question that they find quite polarizing and IMPACTful.

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For Your Business, For Your Family, For You

Impact Advisors Group LLC (“[IAG]”) is a registered investment advisor offering advisory services in Massachusetts, Pennsylvania, Georgia, and New Jersey. Impact Advisors Group LLC only conducts business in states where it is properly registered or is excluded or exempted from registration. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Impact Advisors Group disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. IAG does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall IAG be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if IAG or a IAG authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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