We've Rebranded

Welcome To Congevity

3 Ways To Improve Valuation

Succession Planning

Family Owned Pharmacy

You Don't Need A Retirement Account

How a Valuation Can Make You Money 

When Assets become Liabilities

How Much Is A Person Worth

Behavior & Motivation

Biggest Mistakes Business Owners Make



3 Questions to Ask a Key Person

When it comes to planning for a key person, one of the most common questions I get asked is “What ...

4 Things to Know About Business Overhead Expense Insurance

Business overhead expense (BOE) insurance is a very valuable safeguard that helps to pay overhead expenses for an insured person ...

The Numbers Game: Why All Entrepreneurs Must Learn the Rules of This Game

Of the millions of businesses that launch every year, an overwhelming number barely get off the ground. Others gradually fizzle ...

Small Business Owners: The Future Might Not Be All That Uncertain

As a small business owner, you might feel excluded from the plans your friends are making for the future. This ...

When DISC Is Not Enough

Most people in the business world are familiar with the DISC personality profiling tool. That’s because it’s very accurate, easy ...

6 Alternate Ways to Finance Small Businesses

Securing funding for a business is among the core challenges of being an entrepreneur. Unless your enterprise has the balance ...

Questions? Get In Touch With Us Today!