Background: In this tight labor market, top talent of companies are being hit hard by executive search firms to go work elsewhere. Businesses need to get proactive and creative about …
Critical Documents for Your Children & Your Parents
In this segment, B&E President Sarah Kaelberer shares critical documents you want in place not only for aging parents but for children age 18 and older.
Critical Documents for Your Children & Your ParentsRead More
Multi-Generation Succession
Background: A family business we have worked with for years had one owner ready to retire and now facilitates a 4th Generation Succession. The owner ready to retire has been involved in the business for close to 50 years, so his exit was quite emotional! The transition would need to be one that not only had the proper legal structure and financial benefits but confirmed this family legacy was carried on and all parties felt appreciated and respected in the transition. It’s rarely just about the numbers!
Adjusting Your Business Value
Background: A long-time business client had not updated their business’ value in a few years, so when they decided to make the necessary updates, the value had significantly increased. While …
Creative Compensation Strategies to Retain Key Employees
In a tight labor market, what strategies beyond your health care and retirement plans can help companies retain their most critical employees? B&E President Sarah Kaelberer offers creative compensation strategies to recognize and retain a lasting relationship with key employees — with your best interest in mind.
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Succession Planning and Celebrating the Future
In this segment, President Sarah Kaelberer and Vice President Laura Maksymkow share some exciting news that will benefit us all for years to come! Learn about B&E’s partnership transitions and the company’s more than 40 years history and long term future plans to continue to serve you with your interest in mind.
A Good Place to Save Money
Background: In a lackluster interest rate environment, it is not uncommon to have clients ask where they can find a safe place to save some cash and at least earn …
Everyone Saves More and Gains Flexibility
Background: Sometimes people want to have the ability to save more for retirement than they are; however, they are limited by various Retirement Plan rules. Depending on the type of …
