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Be Wary of Social Media ‘Fin-Fluencers’

Business owners need to know how to avoid financial con artists.

Published: 11.01.24 By Keven Prather

When It’s Time To Update Your Estate Plan

Don’t Let Procrastination Hurt Your Finances.

Published: 10.01.24 By Keven Prather

Don’t Let These Financial Surprises Trip You Up

Learn effective strategies to prevent uncomfortable surprises.

Published: 09.01.24 By Keven Prather

Give Your Wealth Plan a Stress Test

Reducing your stress with a financial stress test.

Published: 08.01.24 By Keven Prather

Building Value Outside the Business

Time to Ease the Stress.

Published: 06.01.24 By Keven Prather

What Are Your Biggest Financial Concerns?

Take the uncertainty out of your financial concerns.

Published: 04.29.24 By Keven Prather

Building Value Outside the Business

1. Know Your Business’ Real Value 2. Diversify Investments 3. Minimize Taxes

Published: 03.27.24 By Keven Prather

Five Big Asset Protection Planning Mistakes—and How to Avoid Them

Here’s How to Avoid Them

Published: 03.02.24 By Keven Prather

Four Ways to Ease the Tax Bite When Selling Your Business

There’s always some pain when selling your business, but Prather helps make the transition easier.

Published: 02.04.24 By Keven Prather

Is a Family Transfer Right for Your Business?

An overview of the pros and cons of a family transfer for HVAC business owners. In this installment, Prather also offers alternative options.

Published: 01.04.24 By Keven Prather

4 Improvements That Can Position Owners for Greater Success

Ensure a successful succession plan by improving your business now.

Updated: 12.01.23 By Keven Prather

Why Planning Now Beats Planning Procrastination

Succession planning starts years before you plan to leave your company.

Published: 11.03.23 By Keven Prather

How Your Employees' Motivations Can Affect Your Business Planning

Incentivize employees to support your business with creative succession planning. Motivate them with vesting plans, incentives, and more.

Published: 10.01.23 By Keven Prather

The Urgency of Planning & Realistic Timelines

The importance of contingency plans in business success

Published: 09.01.23 By Keven Prather

Preparing Employees for Ownership Strengthens Business

Strength the core foundation of your business and prepare your employees for succession and an ownership stake.

Published: 08.01.23 By Keven Prather

Building an Advisor Team That Works for You (Not Against Each Other)

Prather shares expert advice on how to choose a team that supports your needs.

Published: 07.01.23 By Keven Prather

What Contractors Should Know About HVAC Surety Bonds

What HVAC Contractors need to know about HVAC Surety Bonds

Published: 03.01.23 By Lisa Trymbiski

4 Reasons Why Planning the Future Isn’t DIY

The four most important elements to understand when planning for the future of your business

Published: 03.01.23 By Keven Prather

Business Transition In Focus

Prather advises on business transition and how to prepare for transition both planned for and unexpected

Published: 02.01.23 By Keven Prather

All You Need to Know About 2023 HVAC Regulation Changes

All you need to know about SEER Ratings and HVAC regulation changes for 2023

Published: 02.01.23 By Emily Newton

Cohesive Wealth Management

Prather tells you why you need a cohesive wealth management plan

Published: 12.01.22 By Keven Prather

Preparing Heirs for Their Inheritance

The time to prepare your heirs for inheritance is today

Published: 10.07.22 By Keven Prather

Choosing an Executor for Your Estate

Here’s an uncomfortable truth you need to accept: Someday – hopefully in the very distant future – you are going to die. The good news: You can make that moment …

Published: 05.04.22 By Keven Prather

How Playing the Long Game Could Help Build Wealth and Success

Many extremely wealthy people have a much better handle than others on a key concept of success: the long game.

Published: 04.01.22 By Keven Prather

Charitable Giving, the Tax-Wise Way

Americans—especially the affluent—are some of the most charitable people in the world. * Chances are, you use some of your wealth to support favorite causes or organizations that are important …

Published: 03.01.22 By Keven Prather

The Super Rich’s Three Big Fears – and How They Work to Overcome Them

Significant wealth can reduce many of life’s troubles—but it can’t eliminate them entirely. Even the richest among us have fears.

Published: 01.29.22 By Keven Prather

Maintaining Control, Minimizing Risk & Rewarding Your Best Employees

For many small to midmarket business owners, few things are more important than main-taining control of the company, minimizing risks, and rewarding the employees who make the company successful. Ownership …

Published: 12.09.21 By Keven Prather

Where Transferable Value Comes From

Creating an effective incentive plan that fits the needs of your team is the best way to ensure your management team stays in place and continues to increase business value …

Published: 10.02.21 By Keven Prather