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Getting to the Right Question Is the Real Challenge

by Kevin Brown

Something I have learned over the years while advising my clients who run their own businesses is that getting the right answer is not the hardest thing, it is asking the right question that is usually the real challenge. Without first defining, determining, or understanding the real goal and objective, any answer will likely end up being the wrong answer. Often, we can focus on the answer first or put too much significance on the answer to the point where we look past the real question that addresses our needs.

Let me expand on this a bit more with an example. . . .

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John Wheeler and Kevin Browon

2022 New Year Planning

A Discussion with Kevin Brown of RBTK & John Wheeler of Akili Capital

Kevin Brown:

Hi, this is Kevin Brown, managing partner at RBTK. We’re starting off the new year and what is one of the typical things we tend to do in the new year? We make new year’s resolutions. Well, any resolution requires good planning. So, most of the clients we work at RBTK are closely held businesses and their owners and entrepreneurs. And there are a number of things to plan for as you come into the new year when you own your own business.

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Kevin Brown and John Wheeler

End of Year Planning

A Discussion with Kevin Brown of RBTK & John Wheeler of Akili Capital

Kevin Brown: We’re coming up on the end of the year, and of course, that’s exciting with the holidays and all the things around that and family, but it’s also a time that is really a necessary time to consider some issues around planning, tax planning, year end planning. And today I have John Wheeler joining me, and John is with Akili Capital. John works with a lot of high net worth individuals and I’ll let him share a little bit more about who he works with, but John, with that, tell us a little bit what you’re seeing with your clients and things that may be concerning them as we come into the end of the year.

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Kevin Brown - Managing Partner

We Are More Than CPAs

Here at RBTK, we take a very unique approach to servicing our valued clients. That’s because we are more than just CPAs. We are actual business owners who also operate in the CPA service arena. Operating and focusing from a business perspective means we know how to look at a variety of angles to help your business thrive, given your own unique circumstances.

To define our strategy, we ask some key questions: What is your business? What are you doing? And most importantly . . .

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Testing the Waters Before Jumping In

When considering a merger or acquisition, the most opportune time to find out about possible culture clashes is obviously before the deal is complete. In fact, one often-cited reason for mergers or acquisitions that fail to get off the ground is concern about potential cultural integration problems. Avoiding such costly pitfalls by conducting a cultural evaluation has become a high priority for most companies considering transactions.

While other facets of due diligence focus heavily upon quantitative factors such as . . .

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Helping Business Owners Plan Their Future

At RBTK we are more than just CPAs, we are business financial advisors for our clients and we help them make informed and strategic decisions based not only on their financial information but also on where they want to take their business in the future.

For example, we have a very successful and profitable client that we have been working with for 30 years.

When they first started out as a small company we  . . .

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Strategic Planning

Many small businesses prepare — and regularly update — a strategic plan, but many overlook this important task.

Whether your business falls into the “have” or a “have-not” category, a strategic plan can be an invaluable resource to help your company accomplish its ultimate objectives. And part of this process involves having a succession or exit plan.

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Business Planning Succession

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Succession Plan Troubles

Family-owned businesses often face distinctive challenges when it comes to succession planning. Emotions can run high, and the business owner’s lifelong working legacy may be at stake. This article discusses various ways to address succession planning concerns and conflicts.

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