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How To Document Your Business Processes

April 28, 2020

How To Document Your Business Processes

Business Process

Secure Act

Schedule your free 15-minute retirement strategy call >>>https://bit.ly/2y85PTq

KEY TAKEAWAYS

Are the processes and systems for your business living in your head? Do you feel like you’re the only one that can run your business? That’s a problem if you plan on exiting your business someday…or even if you just dream of taking a vacation without being tethered to work!

I recently sat down with Adi Klevit, leader and visionary of the Business Success Consulting Group. Adi has 25 years of knowledge and experience as a trained industrial engineer, management consultant and business executive, giving her a unique understanding of the challenges businesses face. 

We discussed how business owners can begin to document their key business functions to bring more time freedom and make it possible for you to retire someday! 

In today’s video, you’ll learn:

  • Why it’s important to document your business processes
  • How to tackle common challenges you might face when systematizing your business functions
  • Where to start to get the biggest ROI

Click here to watch the full video or read the full video transcript, below.

About Adi Klevit

Adi utilizes her practical know-how and wisdom to successfully help organizations and companies of any size dramatically improve their efficiency and performance.

By leveraging her ability to understand business processes as well as people and drawing on her high-caliber skills in vital areas of personnel management, finance and operations, Adi can help virtually any business owner achieve their goals and bring order to their lives.

When Adi isn’t busy running BSCG or directly working with clients, she enjoys spending time with her husband and son, volunteering in the community, traveling, being outdoors and cooking healthy food.

To contact Adi, go to >>>www.bizsuccesscg.com

For retirement tips like this, listen to the One Minute Retirement Tip with Ashley >>> https://apple.co/2TgPCHz

THANKS FOR READING!

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Disclosure: 

The views outlined in this newsletter are those of True North Retirement Advisors (TNRA) and should not be construed as individualized or personalized investment advice. Any economic and/or performance information cited is historical and not indicative of future results. Economic forecasts set forth may not develop as predicted.

Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for a given client or portfolio.

Investing in stocks includes numerous specific risks including the fluctuation of dividend, loss of entire principal and potential illiquidity of the investment in a declining market. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond and bond mutual fund values and yields will decline as interest rates rise and bonds are subject to availability and change in price.

Any questions regarding the applicability of any specific issue discussed above should be addressed with TNRA. All information, including that used to compile charts and/or tables, is obtained from sources believed to be reliable, but TNRA has not verified its accuracy and does not guarantee its reliability.

Moreover, you should not assume that any discussion or information contained in the newsletter serves as the receipt of, or as a substitute for, personalized investment advice from TNRA or from any other investment professional. To the extent that you have any questions regarding the applicability of any specific issue discussed above to your individual situation, you are encouraged to consult with TNRA or the professional advisor of your choosing. All information, including that used to compile charts, is obtained from sources believed to be reliable, but TNRA has not verified its accuracy and does not guarantee its reliability.

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Planning for your retirement as a business owner can be complex - saving enough, minimizing taxes, and planning your exit. Let us handle the details of your retirement so you can focus on what you do best: running your business.