Top banking tips for small businesses and medical practices
First Federal Lakewood’s Eric Jones shares key advice that small business owners and medical professionals should look out for to ensure their success in a competitive market.
How to leverage life insurance to maximize retirement savings
Berson-Sokol Agency’s Craig Berson shares how life insurance can be a powerful and tax-advantaged part of a retirement savings plan.
Market conditions have dealmakers digging deeper for elusive M&A gold
Interest rates are, unsurprisingly, top of mind for the dealmakers we spoke with for this year’s state of M&A article.
Stop settling for good. Chase great.
Innovation takes consistent effort. And as leaders, that responsibility falls on us.
Northeast Ohio Deal Activity: Navigating M&A turbulence amid economic and political uncertainty
While numerous intricacies and discussion lie ahead regarding the forthcoming FY 2025 budget, a thorough understanding of the tax implications for owners selling their business is essential for maximizing value and achieving their long-term financial objectives.
The more important the person, the faster the response
There is little reason to believe that internet communications will be reduced in the future. Therefore, managing your workload, minimizing anxiety, and striving for a pristine and uncluttered inbox reflect a day’s work well done.
Tips for new leaders on strategic planning
Being great at leading strategic planning is perhaps the highest expression of artful leadership. So don’t run from it. Leave your fears behind and dive in!
Creating an actionable strategic plan
For a strategic plan to be actionable, meaningful, and transformative, you must encompass those famous interrogatives from grade school — What, Why, Who, Where, When, and How — at the onset of planning.
2024 Smart Culture Awards
The 2024 Smart Culture Awards honor local organizations that have demonstrated cutting-edge practices in cultivating and sustaining their culture. See who we recognized this year.
What to consider when investing in real estate
Investors should consult with their professional advisers, including their CPA, before making any major real estate decisions.