Finding the ideal partner

Published Updated 7 Min Read

Many of us are growing tired of the colder weather just as we grow weary of the grind of health care reform updates and downdrafts. And all of us are ready for the economy to improve in a meaningful and sustained manner. In some respects it is our winter of discontent. Not to mix literary references, but it is the best of times and it is the worst of times. Which will it be for you? That depends on whether your glass is half empty or half full. And it depends on whether you have a plan to succeed.

Last month we discussed business planning and the need for a succession plan. That seems to have resonated with a number of you given that so many readers are grappling with how to morph their business model while growing their revenues. We provided the rationale for having a written business plan and explained that it is both a strategic and tactical exercise that serves a multitude of purposes. We provided an outline of the potential content, and we discussed succession planning.

Jack Kwicien
Managing partner

Jack Kwicien, an Employee Benefit Adviser columnist, is co-founder of Daymark Advisors, a Baltimore-based consulting and advisory firm. He is also the co-developer of the SMART Benefits Strategic … Read full bio


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