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Succession Kevin Rogner Succession Kevin Rogner

Ready to Hang Up the Hard Hat? Let’s Talk Exit Strategy

You’ve built your business like a master craftsman—now it’s time to plan your handoff. Doescher Group CFO, Kevin Rogner shares how business owners, specifially those in construction and trades, can create a step-by-step exit strategy that protects value, rewards key people, and ensures a smooth transition into the next chapter.

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Tips Tricks + Strategy Craig Doescher Tips Tricks + Strategy Craig Doescher

Join Us for The 3rd Annual Business Owner Forum Presented by the Exit Planning Institute

What started in 2023 as an experiment of bringing together business owners in a confidential, no-pressure environment has grown into an annual gathering of business owners and their professional advisers seeking to navigate the terrain of building, scaling, and eventually exiting their companies.

We’re thrilled to announce the 3rd Annual Business Owner Forum, happening Thursday, November 13, 2025, from 8:00 AM – 12:00 PM at the beautiful Orchard Lake Country Club in Southeast Michigan.

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Succession Craig Doescher Succession Craig Doescher

Accidental Entrepreneurs: The Hidden Challenge of Healthcare Ownership

If you’re a healthcare professional who owns your own practice, you’ve probably realized that serving patients is only part of the job — the other part is navigating insurance, compliance, and running a business you were never formally trained to manage. Over time, the weight of being both practitioner and owner can wear you down. Yet healthcare remains one of the strongest, most resilient sectors in our economy — which means your practice could hold more transferable value than you think. In this article, we unpack how to prepare for succession, elevate practice value, and exit on your own terms.

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Concepts - Accounting + Finance Jordan Schwass Concepts - Accounting + Finance Jordan Schwass

Why Your Cashflow Matters More Than Ever During the Automotive Industry Disruptions

The automotive industry’s once-reliable supply chains are facing unprecedented challenges—from semiconductor shortages to rising logistics costs and tariffs. For small to mid-sized suppliers, these disruptions create ripple effects that can choke cash flow and threaten survival. Learn how to protect your business and keep operations moving, even in uncertain times.

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Concepts - Accounting + Finance Ryan Scheidemantel Concepts - Accounting + Finance Ryan Scheidemantel

The 3 Types of Revenue You Need To Understand In Order to Sell Your Business

When buyers evaluate your business, they aren’t just looking at what you’ve earned — they’re focused on what’s next. To sell your company for what it’s truly worth, you need clarity on three essential revenue types: backlog, pipeline, and Go Get revenue. In this post, we break down what each means, how to track them, and why they matter when preparing for a sale.

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Tips Tricks + Strategy Craig Doescher Tips Tricks + Strategy Craig Doescher

Approaching Changes in the Political Landscape

Politics might not be your favorite topic, but it’s one your business can’t afford to ignore. From shifting subsidies to evolving regulations, political forces can significantly impact your company’s value and stability. In this blog post, we explore how to recognize political vulnerabilities in your business model, avoid overreliance on temporary programs, and ask the right questions to safeguard your future.

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Exit Team Craig Doescher Exit Team Craig Doescher

How to Not Mess Up Your One Shot at Selling Your Business

Selling your business is one of the most important negotiations of your life—and it’s easy to lose control if you’re not careful. In this post, we unpack the mental traps sellers fall into, the pressure to become passive, and the single mindset shift that can keep you in the driver’s seat. You only get one shot—don’t give the buyer the upper hand.

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Concepts - Accounting + Finance Matt Tokarz Concepts - Accounting + Finance Matt Tokarz

5 Signs Your Business Needs a Fractional CFO - ASAP

Is your business growing fast—but your finances feel chaotic? If you’re constantly troubleshooting cash flow, buried in spreadsheets, or planning a major move like a sale or acquisition, it might be time to bring in expert help. Discover 5 key signs it’s time to hire a Fractional CFO—and how the right financial partner can elevate your business without the full-time cost.

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Tips Tricks + Strategy Craig Doescher Tips Tricks + Strategy Craig Doescher

How Does International Trade Affect You?

International trade might seem like a distant concept, but its effects are closer to home than you think. In the US or North America, there are simply many items that cannot be acquired locally. Our interdependence is here to stay. Even if you yourself don’t import or export something, your suppliers or clients probably do, and this can have a big impact on your bottom line.

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Tips Tricks + Strategy Sandy Esraeil Tips Tricks + Strategy Sandy Esraeil

AI for Business Owners: A Guide to Working Smarter, Step by Step

Running a small business means juggling endless tasks, but AI can help you work smarter, not harder. AI isn’t about replacing people—it’s about eliminating repetitive, time-consuming tasks so you can focus on growing your business.

Learn how to automate emails, streamline research, and simplify your to-do list with AI—no tech expertise required!

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Tips Tricks + Strategy Brian Hock Tips Tricks + Strategy Brian Hock

What’s an ESOP, & Why are they Continuing to Gain Popularity as an Exit Strategy

When it’s time to sell your business, choosing the right exit strategy is crucial—not just for you, but for your employees and the legacy you’ve built. An Employee Stock Ownership Plan (ESOP) offers a unique opportunity to sell your shares while keeping your business intact and rewarding your team. Learn how an ESOP works, its tax benefits, and why it might be the right move for you.

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Exit Team Craig Doescher Exit Team Craig Doescher

The Missing Piece: How Doescher Group Complements Investment Banking

Imagine you wake up and realize you’ve outgrown your house. It was great, but now it’s too small, or too big, or requires too much maintenance. You’re ready for broader vistas and new adventures. It’s time! Today is the day! 

Do you call the first realtor whose number you see on a park bench, sign a contract immediately, and hope for the best? 

Of course not! You do your research.

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Jordan Schwass Jordan Schwass

FP&A for Beginners: Small Business Owners Edition - The Most Important System For You To Set Up This January

As a small business owner, you may be asking yourself “What the heck is FP&A and why do I need it?”

Financial Planning and Analysis (FP&A) refers to the process of budgeting, forecasting, and analyzing financial data to guide business decisions.

It’s more than just looking at your P&L (Profit & Loss) and sending your numbers over to your accountant: it’s a way of ensuring that your business’s financial health is closely monitored, plans are in place for growth, and adjustments are made as needed.

This guide will show you how to set up an essential FP&A system for your business.

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Tips Tricks + Strategy Sandy Esraeil Tips Tricks + Strategy Sandy Esraeil

The Secret Weapon of High-Performing Teams: Why You Need a Work Management System (WMS)

In today's fast-paced world, high-performing teams rely on powerful tools to stay organized and efficient. Discover the secret weapon that can transform your team's workflow: a Work Management System (WMS).

Learn how a WMS can boost communication, streamline projects, and unlock unprecedented levels of productivity. This blog post will explore the key benefits of implementing a WMS and guide you in choosing the right solution for your business needs.

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Tips Tricks + Strategy Craig Doescher Tips Tricks + Strategy Craig Doescher

Trust Your Gut or Listen to Reason? Two Moments as a Business Owner When You Should Disregard Your Own Instincts

As an entrepreneur, you probably got where you are based on a combination of hard work, passion, and trusting yourself. You had to rely on your gut and your instincts to make brilliant choices. 

But there are two moments in your entrepreneurial journey where those very things can be your downfall, and they both have to do with keeping the right key performers on your team.

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