research

July 2013

Abstract

News and Features Who Gets Dad’s Office? 5 Tips for Family Business Succession Planning When it comes to business succession planning, one thing is certain: Most family business leaders don’t do it, they don’t do it well, or they wait to do it until it’s too late. As you plan your company’s future leadership, keep the points in mind as outlined by Lois Lang. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Lost Sales Leads: 4 Common Problems and How to Correct Them Brandon Stuerke, president of Advisors Edge Marketing, says that he has found four ways professionals commonly lose sales leads. He says they all can be fixed. . . . . . . . . . . 9 Expecting the Unexpected The unexpected occurs every day in business and personal lives. Those who are wise always expect the unexpected and prepare accordingly. Stan Craig gives four tips to safeguard your business. . . . . . . . . . . . . . . . . . . . . 10 Bad Boss—Bad Reference? If you and your former supervisor did not part on the best of terms when you left the organization, and a prospective employer asks, “May we contact your former supervisor?” what should you do?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Columns Business Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Investments and Finance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Financial Column. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Sales. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Business Success. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Event Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Real Estate Notes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Time Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 The Lists: SBA Lenders in the Inland Empire. . . . . . . . . . . . . . . . . 15 CPA Firms in the Inland Empire. . . . . . . . . . . . . . . . . . . 18 Business & Liability Insurance Agencies. . . . . . . . . . . . . 29 Executive Notes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Close-Up. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Manager’s Bookshelf. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Restaurant Review. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 New Business Lists: County of San Bernardino. . . . . . . . . . . . . . . . . . . . . . . . 35 County of Riverside. . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Computer Column. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Executive Time Out. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

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