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Insights & Resources

Advisor Article
November 5, 2023
Advisory Boards – The Strategic Imperative in 2024

By Candida Toccia Seasock Amidst the rapidly changing business environment of 2023, seeking seasoned advice has never been more critical for businesses to succeed in 2024. Irrespective of the industry or company size, leaders can significantly improve their chances of success by receiving high-quality guidance. Although seeking external advice may seem daunting, especially with the […]

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Advisor Article
August 4, 2023
The Invisible Economy 

By Renee Cardwell Hughes The American workforce has undergone a radical transformation in the past decade.  It is a transformation that will likely continue for at least another decade or longer.  The Gig Economy is the commonly accepted term for this workforce revolution, but it is really an invisible economy which has wide ranging consequences […]

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Advisor Article
May 19, 2023
A Paradigm for Success:  The University-Venture Capital Relationship: Part 2

By Chuck Kerrigan Whether you’re a seasoned entrepreneur or a first-time business owner, due diligence is critical in ensuring your venture has the best chance of success. Developing an effective plan of action that outlines expectations can aid in securing successful outcomes. Venture capitalists understand that pioneering university research is essential, but readiness for operating […]

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Advisor Article
May 5, 2023
A Paradigm for Success – The University – Venture Capital Relationship: Part 1  

By Chuck Kerrigan Business negotiators traditionally seek win-win results. The University – Venture Capital relationship creates the opportunity for win-win-win results. A win for the entrepreneur, a win for the university, and a win for the venture capitalist. This relationship leverages the strengths of each of the three parties. The entrepreneur contributes the innovative idea, […]

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Advisor Article
April 9, 2023
IRS Selection of Returns for Audit and Red Flags as a Trigger

By Barry A. Furman, Esquire The risks of the IRS selecting your return for audit are low. The IRS examines just over .6% of individual income tax returns.  About .9% of those returns show gross receipts under $200,000.  The higher your income, the greater the risk of examination. The IRS has many methods of selecting […]

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Advisor Article
November 20, 2022
What Inventors Need Once They Have The “Brilliant” Idea

By Bruce Rubin As a Product Development Consultant taking people and their ideas from the beginning through the sales process, I have come in contact with many people who, at the “end of the day,” reinvented the wheel. One such story I share with potential clients is the one concerning “The Cat Mat.” I met […]

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Advisor Article
August 9, 2022
Twin Spirits – A country example   

By Chuck Kerrigan As a twin, I should know about twins.  Twin spirits can be looked at as single soul that is split, helping each one to strengthen each other, although in two different bodies.  Entrepreneurial examples of this are the concepts of creativity and innovation – twin spirits!  Creativity and innovation go hand in hand, they are […]

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Advisor Article
July 14, 2022
The 7 Rs of Leadership and Life 

By Angelo J. Valletta An organization is more than a producer of goods or services; it is part of fabric of the communities in which it serves. Over my nearly four decades in leadership roles in the financial, nonprofit, and public sectors, I have learned a lot about inspiring and motivating every organization’s greatest asset, […]

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Advisor Article
May 11, 2022
We Are Having the Wrong WFH Conversation

By John Brady Glenbrook North High School might not be a household name outside of the Chicagoland suburbs, but if you’re a movie fan of a certain age, you’ll recall the image of Judd Nelson crossing its athletic fields, fist in the air at the conclusion of “The Breakfast Club” (1985). One of several themes […]

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Advisor Article
April 11, 2022
Marketers own only 50% of their Brand Story. 

By Gerry Lantz Marketers, if they are good, compose a tightly positioned Brand Story around their products and services—and tell it at every interaction with potential customers. Smart brands tell their story across the spectrum of digital and traditional media. That’s the 50% you own as a marketer. The customer experiences your brand as a product […]

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Advisor Article
March 11, 2022
Complete Brand Story: A Rock in a Snowball

By Gerry Lantz I know we’re all glad that spring may actually be here and it’s a little odd to talk about snowballs right now. However, “a rock in a snowball” is a phrase shared with me in a late night conversation with Bill Hamilton, Creative Director at Ogilvy New York while I worked there. […]

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Advisor Article
February 11, 2022
Your Business Needs a Well-Visit

By Peter Mares “An ounce of prevention is worth a pound of cure” applies to personal health as well as to the health of a business. Just as a doctor takes your vitals to assess your overall state of health and to recommend corrective changes in diet and levels of physical activity, an owner should […]

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Insights & Resources

August 5, 2026

When Ownership Starts to Fade: Board Interventions That Restore Alignment Before Scale Slows Down 

By Francesca Molinari  Boards routinely review financial performance, strategic priorities, capital allocation, and risk. Those discussions are essential, but I believe
July 1, 2026

Leading What You’ll Hand Off: Stewardship Lessons from 110 Years of Independent Leadership

By William “Bill” Jones A dusty closet of long-forgotten oil portraits is not where you would expect to find lessons
June 19, 2026

Pricing Is a Strategic Decision, not a Sales Tactic 

By Syd Weinstein Most growth companies think about pricing too late, and for the wrong reasons.  It usually comes up
May 27, 2026

Value Creation Levers That Survive Diligence 

By Robert L. Reisley  Most founders and boards have a clear sense of what is driving their growth. What they are
April 22, 2026

The Discipline Gap: Why Growth Outpaces Operating Models 

By Thomas Anderson  Across a company’s life cycle, there are repeated moments where the organization will run up against skills
November 25, 2025

The Harmony Behind a Sound Business Plan

By Chuck Kerrigan We all love music, regardless of the genre. When we listen, we pick up melodies, individual instruments

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