Who’s on Your Team?

On June 7th, 2011, posted in: BIZ-TIP, Uncategorized by 2 Comments

You don’t know what you don’t know! That’s exactly why, as a smart business owner, you should have your professional team in place. I’m not talking about people you employ; I’m talking about professionals in areas that you are going to need assistance at some point.

What professionals should every business owner have on their team?

  • An attorney
  • A banker
  • A CPA
  • A financial planner
  • An insurance agent

This is the bare minimum that you need on your team. The smart thing to do is to put them in place in advance so that when you have a need, your team is there to help. Your team members should work together as needed to make sure that your needs are met. If you’re missing one of these key people, ask someone you respect to give you a recommendation.


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2 Responses to Who’s on Your Team?
  1. I AM a CPA, but I also have a CPA. Sometimes I am too close to a situation where I need an objective accountant to look at an issue.

  2. Thanks so much for offering this great advice. While I have these people in place now – there was a time “I didn’t know what I didn’t know” – just as you’ve said! Really appreciate you sharing your experiences – and I’m sure that others have found this ifnormation to be an “ah ha” moment as well! Keep up the good work!


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