Today’s New Content

Nominal Rate of Return, Niche Market, and Retractable Preferred Shares – hover over today’s Glossary terms to learn their meaning. Latest Posts: Technology both Darwinian and “affordability selective”, Forecasting: The Only Certainty is Uncertainty, and Generational Business Transition Success Keys. Learn why business owners and advisors must keep up with technology changes and likely outcomes. Latest Video: Our Website Content & Navigation Tutorial – see link immediately below left. Today’s Filtered and Curated News: (1) Central Banks – pushing on string?, and (2) Business consolidation. Yesterday’s Filtered and Curated News: (1) Millennial view of world, and (2) World crude steel production.

Website Navigation Tutorial and Two Latest Videos

Recent Content


We offer business owners and advisors overview (1) strategic family business transition planning advice, and (2) business valuation advice with respect to value, strategy and likely dispute outcomes. Visit Counseling.


We offer family business transition planning seminars to business family members and their advisors where we review and discuss the 50 Hurdles to successful transition and how they can be overcome. Visit Speaking.