Benefits Think The most wonderful time of year — to get to work

Published 7 Min Read

  • What is the condition of your business today?
  • What role do you want to play in your business, if at all, during 2017-2020?
  • What is it that you personally want to achieve over the next three to four years?
  • What are your financial goals?
  • How can you optimize the value of your business asset?
  • Will you be managing your business at the end of this decade, or is it time to begin thinking about your personal exit strategy?
  • Strengthen the management team
  • Broaden the product set
  • Achieve operational efficiencies
  • Qualify for more lucrative carrier contracts
  • Open new markets
  • Perpetuation of one or both businesses
  • Acquire new skills and expertise
  • Increase top-line revenue potential
  • Improve profitability
  • Enhance technology capabilities
  • Add sales channels
  • Providing an exit strategy for the owners
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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