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Showing 101 to 110 of 689 results for Protecting My Business

  • How To Help Clients Who Own Businesses in Declining Industries

    Joe Maier discusses what to do when a client is in a declining industry. 

  • After ‘Rock Fight’ in 2023, Banks See Businesses Taking Wait-and-See Approach

    As 2023 was a "rock fight" for Wisconsin banks, Johnson Financial Group's CEO, Jim Popp, along with other Wisconsin bank executives, shares his insights on what banks anticipate from businesses in 2024.

  • The Show "Succession" Teaches Us About Succession

    While Succession is a highly dramatized depiction of the leadership transition process (in the numerous succession plans I have helped create, I have never personally witnessed a game of boar on the floor), it does provide some critically important lessons that business owners should internalize in crafting their own ownership and leadership transitions.

  • Why You Want To Keep Your Politics Separate From Your Investing

    As a financial advisor, there’s a trend I see every year, but it’s especially prevalent during election cycles: people making investment decisions based on their political inclinations.

  • Reverse Check Positive Pay

    Enhance your internal fraud prevention strategies with the ability to scrutinize checks presented for payment against your account and prevent unauthorized transactions before they impact your finances.

  • Kari Drew VP Treasury Management Consultant

    As Vice President, Treasury Management, Kari works with clients and prospects to help drive efficiencies and develop strategies to optimize a company’s working capital through automated solutions for accounts receivables and payables processes. Kari is solution-oriented with an inherent focus on efficiency and fraud protection. She educates clients on cybersecurity and ways to protect their accounts from fraud. Serving as a consultative and trusted partner, Kari enjoys creating custom solutions that complement, augment or replace existing processes and procedures while maximizing company resources

  • David Varney VP Treasury Management Consultant

    As Vice President, Treasury Management Consultant, David works with prospects and clients to ensure their treasury management and depository relationship runs smoothly and efficiently. He works to uncover efficiencies for companies by understanding how they manage their daily cash flow. David’s ultimate goal is to add value through solutions that will protect and improve a client’s business.

  • Estate Planning for Digital Assets and Accounts: What You Need to Know

    While “set it and forget it” might be perfect for rotisserie chicken, it’s not ideal for estate planning—especially when it comes to your digital assets, shares Michael Miller in this week’s Wealth Insights column. Michael outlines how you can proactively plan to protect your digital legacy.

  • Busting Three Popular Succession Planning Myths

    For many business owners, the goal of the exit and succession planning process is owner happiness and leaving behind a legacy for their children — not just maximizing business value. In this week’s Wealth Insights, Joe Maier, JD addresses head-on three pervasive myths about succession planning.  

  • Financial services industry helped guide businesses through sharp downturn: Banks hustled to meet massive PPP demand

    At the onset of the pandemic, many business owners, including Werner, had more questions than answers. Like many other businesses, Carpet Town shut its doors. But it was unknown at the time how long the closure would last. If the business reopened, what would the day-to-day operation look like? If Carpet Town was not approved for a PPP loan, what would happen to the business, its employees and their families?

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