Will Burnett

Recent Posts

ORG’s Jon Gormin Shares Key Insights in Aftermarket News

Posted by Will Burnett on Oct 20, 2020 7:32:53 AM

A big thanks goes out to Aftermarket News – the leading trade publication for the automotive aftermarket industry – for allowing ORG’s Managing Director, Jon Gormin, to share a few thoughts in the August issue.

His article, titled “Leverage Market Turbulence in 2020 to Accelerate Growth,” explores several key issues facing company owners and management teams working in the automotive aftermarket vertical during the current pandemic environment. These include considerations for investing in R&D and retooling, along with advice about positioning a company for discussions with potential business partners, including acquirers.

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Topics: Aftermarket News, Media

Wealth Management - Second Quarter 2020 Review

Posted by Will Burnett on Aug 7, 2020 10:59:32 AM

Owner Resource Group is pleased to provide the following wealth management insights from our partners at Round Table Wealth Management

Second Quarter 2020 Review

First, we hope you and your family are happy, healthy and enjoying some return to normal life.

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Topics: Wealth Management

Your Business 2.0: Passing the Torch to the Next Generation

Posted by Will Burnett on Jan 8, 2020 10:15:00 AM

It's taken you years to build your business – you've been at the helm for its successes, helped it recover from setbacks, and created an incredible legacy that you're proud of. So what's next?

You may be at a point in your life when you’ve started thinking about scaling back, maybe eventually handing over the reins to a family member or trusted employee(s). But how do you ensure that transition is successful – that it doesn’t just preserve your legacy,

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Topics: Business Transition, Succession Planning

Adding a Capital Partner: a Win-Win for Owners and Management

Posted by Will Burnett on Dec 30, 2019 9:41:00 AM

As a key executive in a privately-owned business, you may find yourself feeling differently than the founder/owner about the direction the business is taking. After you’ve put a good chunk of your career into helping the company grow, running up against resistance to your vision can be frustrating.

Disagreements can be based on a host of scenarios: passive owners, multiple owners with competing priorities, resistance from family

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Topics: Business Transition

2019 Year-End Tax Planning

Posted by Will Burnett on Dec 19, 2019 9:46:00 AM

Owner Resource Group is pleased to offer valuable Year-End Tax Planning Advice from our friends at accounting firm Maxwell, Locke and Ritter. Hopefully these tips will help set you and your business up for success as we all continue to navigate changes from the Tax Cuts and Jobs Act (TCJA) of 2017.

2019 YEAR-END TAX PLANNING LETTER

Dear Clients and Friends:

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Topics: Business Tax Planning