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Minding Your Business #50 – Business Owners Unfiltered: The Highlights
By Andrew Connors
With the support of Hightower Advisors, we recently gathered 50 professionals in Cleveland for a morning of straight talk about the challenges and opportunities of being a modern business owner. Our distinguished panelists – including a private equity partner, estate planner, ultra-high net worth leader, and wealth advisor – discussed scaling business without sacrificing long-term personal wealth creation, building resiliency in business and personal finances, facing future challenges for business owners, leveraging a team, and planning for succession and legacy. Please enjoy the highlights from the event below!
Additional Resources for Business Owners
Entrepreneurs Corner/EOS
3 Challenges Entrepreneurs Will Face in 2025 — and How They Can Overcome Them
Entrepreneurs drive the global economy. Firms with fewer than 500 employees make up 90% of businesses worldwide, employ most of the workforce and fuel innovation. However, they face significant challenges that can feel overwhelming without the right tools and strategies. In 2025, three obstacles will test entrepreneurial businesses everywhere — and those who act decisively will turn these challenges into opportunities.
Middle Market Corner
Middle-Market CEOs Sound Alarm on Tariff Impacts and Tax Policy Uncertainty
The latest CBIZ-Hofstra University CEO Survey highlights pressing concerns for middle-market CEOs as they navigate the dual challenges of proposed tariffs and uncertainty surrounding U.S. tax policies. The survey sheds light on how these factors are shaping business strategies in a shifting economic environment.
Family Business Corner
Keeping Innovation and Entrepreneurship Alive in the Family Business
Members of the Case Western Reserve University community are invited to join the Center for Family Business at Weatherhead School of Management to hear from Kim Eddleston, the Schulze Distinguished Professor of Entrepreneurship at Northeastern University and editor of Familybusiness.org. Eddleston will present “Keeping Innovation and Entrepreneurship Alive in the Family Business” Thursday, Jan. 30. The event will begin with breakfast and networking at 7:30 a.m., followed by the program from 8:30 to 11:30 a.m.
Wealth Management Corner
The First 100 Days of the New Congress
The 119th Congress was sworn in on January 3rd, marking the start of what’s expected to be a busy year. Republicans control the White House and both chambers of Congress and are mandated to get to work and do so quickly. Now, everyone’s eyes are on what lawmakers will try to tackle and what roadblocks stand in the way of making progress on President Donald Trump’s priorities within the first 100 days of this new Congress.
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