How a family constitution can help protect wealth across generations
Planned Financial Services’ Frank Fantozzi on creating a constitution to help ensure clarity and transparency in the preservation of multigenerational wealth.
Tips for selling a business in an evolving M&A environment
Buckingham, Doolittle & Burroughs’ Dustin J. Vrabel on steps sellers can take to improve their outcomes in an M&A transaction.
Businesses often stand in the way of improving their efficiency
Blue Technologies’ Lauren Hanna on business process automation and how companies are applying the technology to move their company forward.
Tips on choosing the right bank for your business lending needs
Premier Bank’s Dan Culp on choosing the right bank for a business’s unique lending needs.
Honesty, integrity, drive Michael E. Gibbons in business, politics

As BGL continues to grow, with five offices from coast to coast, Gibbons stays focused on sustaining a strong reputation for honesty and integrity — whether he’s in the corporate boardroom or on the campaign trail.
Northeast Ohio Deal Activity: Positive trends during turbulent times

The outlook for M&A activity through 2023 remains positive despite lingering challenges.
10 investing lessons learned from this past year
When there have been major events such as we experienced this past year in the public equity markets, I find it’s a good time to reflect on observations, mistakes or lessons learned.
These internal, external KPFs can help you improve financial performance
You can only effectively manage what you can measure. What gets measure gets improved.
The how and why of getting along
Culture is the collective ideas, beliefs and values of a group. Having a great culture is like being in love. It is hard to describe, but you certainly know if you are in it.
Talent is a key element of the region’s supply chain
For all companies and organizations working in the talent development space, awareness of and collaboration with regional efforts will be pivotal to ensuring Northeast Ohio has the talent it needs to foster a diverse and vibrant regional economy.