The Key to a Company’s Success (That Most Companies Get Wrong)

“Organization doesn’t really accomplish anything. Plans don’t accomplish anything either. Theories of management don’t matter much. Endeavors succeed or fail because of the people involved.”
General Colin Powell, Former Secretary of State & Chairman of the Joint Chiefs of Staff

By |AEG Insights|

One Minute with John Yetman

Financial Planning, Sailing and Stephen Covey: One Minute with John Yetman What do sailing and financial planning have in common? Unless one of your financial goals is to buy a yacht, your answer is probably, “Nothing.” But John Yetman would disagree. “Financial planning is a lot like sailing,” he said. “You might have a plan to get from Point A [...]

By |AEG Insights|

10 Things You Didn’t Know About AEG

AEG is not your run-of-the-mill association. AEG stands for the Association for Enterprise Growth. We were founded by three powerhouses in the DC business community: John Yetman, Tien Wong, and Mark Haas. AEG helps business owners grow their companies. AEG helps the owners of mid-market companies accomplish four things: grow their company make their company more valuable (via 18 proven [...]

By |AEG Insights|

Chasing After Health Savings Accounts?

However, before you rush to urge your clients to offer HSAs, there are layered complexities to understand. Remember that an HSA must be paired with a high deductible health plan (HDHP). A plan advisor who doesn’t already have a relationship with a health plan advisor should get very familiar with HSAs’ quirks, of which there are many.

By |AEG Insights|

Tax Planning for Real Estate Under the TCJA

Of all the massive changes included in the Tax Cuts and Jobs Act of 2017, those affecting real estate owners, investors and developers may be the most difficult to navigate. This article offers a preliminary take on how the new §199A deduction, the new 30% limit on business interest expense, changes to the like-kind exchange and cost recovery rules and other provisions work and interact to inform real estate investment and development decisions.

By |AEG Insights|
Mark Haas of AEG conducted a CoreValue Assessment of my emerging company, DisposeRx, where we are building a rapidly growing company with a mission to help stop the opioid epidemic with a site-of-use method of drug disposal. It is critical that we redefine our mission and objectives as we take our next steps transitioning from a start up to an operating company with significant revenues. The CoreValue assessment performed by Mark Haas provided us with a candid assessment of where we are and helped us to define our critical next steps to manage our growth and capture our value.
John Holaday, CEO, DisposeRx

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