What Are Your Biggest Financial Concerns?

Take the uncertainty out of your financial concerns.

Originally published Published: 04.29.24 Author By Keven Prather

Building Value Outside the Business

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

Originally published Published: 03.27.24 Author 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.

Originally published Published: 02.04.24 Author By Keven Prather

4 Improvements That Can Position Owners for Greater Success

Ensure a successful succession plan by improving your business now.

Originally published Updated: 12.01.23 Author By Keven Prather

Why Planning Now Beats Planning Procrastination

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

Originally published Published: 11.03.23 Author 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.

Originally published Published: 10.01.23 Author By Keven Prather

The Urgency of Planning & Realistic Timelines

The importance of contingency plans in business success

Originally published Published: 09.01.23 Author 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.

Originally published Published: 08.01.23 Author 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.

Originally published Published: 07.01.23 Author By Keven Prather

What Contractors Should Know About HVAC Surety Bonds

What HVAC Contractors need to know about HVAC Surety Bonds

Originally published Published: 03.01.23 Author 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

Originally published Published: 03.01.23 Author By Keven Prather

Business Transition In Focus

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

Originally published Published: 02.01.23 Author 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

Originally published Published: 02.01.23 Author By Emily Newton

Cohesive Wealth Management

Prather tells you why you need a cohesive wealth management plan

Originally published Published: 12.01.22 Author By Keven Prather

Preparing Heirs for Their Inheritance

The time to prepare your heirs for inheritance is today

Originally published Published: 10.07.22 Author 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 …

Originally published Published: 05.04.22 Author 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.

Originally published Published: 04.01.22 Author 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 …

Originally published Published: 03.01.22 Author 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.

Originally published Published: 01.29.22 Author 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 …

Originally published Published: 12.09.21 Author 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 …

Originally published Published: 10.02.21 Author By Keven Prather

Can I Still Test for Marijuana and Not be Liable?

Rules for drug testing employees can be confusing, but it’s neither as complicated nor as impossible as you may think.

Originally published Published: 08.30.21 Author By Jo McGuire

Create a Culture of Safety

All employees should keep safety top of mind for the good of themselves, your customers and your company.

Originally published Published: 05.11.21 Author By Eric Knaak

Asset Protection Planning Mistakes

Asset protection strategies can build a wall around your wealth to stop others from unjustly taking what’s yours.

Originally published Published: 12.09.20 Author By Keven Prather

When the Worst Happens, Are You Really Protected?

The vast majority of business owners don’t have any type of disability insurance in place to protect themselves.

Originally published Published: 11.06.20 Author By Keven Prather

Refrigeration Regulations are Changing

There is increasing global activity to transition to more climate-friendly refrigerants to meet the growing demand.

Originally published Published: 10.08.20 Author By Helen Walter-Terrinoni

Heat Transfer and Insurance

Insurance is a means to transfer risk away from their balance sheets to those who are in the business of handling risk: insurance companies.

Originally published Published: 09.01.20 Author By Tom Kaldunski

Time to Sell Your Life Insurance?

Life settlements can help life insurance policyholders liberate cash that is currently ties up.

Originally published Published: 08.10.20 Author By Keven Prather

What to do if You’re Over-Insured

You’ve got options — from sticking with your current coverage to restructuring it into a new policy to eliminating it altogether.

Originally published Published: 07.09.20 Author By Keven Prather

Manufacturers, Suppliers Team up for Refrigerant Transition

If everyone does their jobs correctly, consumers should notice no difference in accessibility, safety or affordability.

Originally published Published: 05.01.20 Author By Stephen Yurek

Discover why not all residential air cleaners are safe here.

Be sure to research what you sell to protect yourself from future product liability issues.

Originally published Published: 02.01.20

What You Need to Know about Worker's Compensation Insurance

Want to protect yourself and your employees — physically and financially? Here’s what you need to know before buying a worker’s compensation policy.

Originally published Published: 09.01.19 Author By Hannah Sullivan

Learn more about the state of refrigerants in the HVACR world.

Refrigerant transitions are happening now, and will have a big impact on both manufacturers and contractors.

Originally published Published: 05.01.19

Industry Study: Transition to Low GWP Refrigerants Underway

The industry is making the steady shift towards low GWP refrigerants.

Originally published Published: 05.01.19