It Takes a Team

Starting or expanding a business is all about having the right team to make your vision come to life. Hiring people that are enthusiastic about the work they do bring new ideas and revitalize the energy at the office.

Recently, I opened a new office in Point Pleasant Beach. I put together a team of people that work hard and are passionate about being successful in their careers. Each team member has their strengths and brings something important to my vision for the company.

Some may be proficient in utilizing social media or creating videos. Others may enjoy going out

and meeting local business owners to form a relationship to see if there is some synergy to help each other. Others may understand the administrative needs of the organization to run it effectively.  

Creating positive relationships in the community is also a big part of a business’s opportunity to thrive. After doing the traditional search for the new office location which meant driving around, calling real estate brokers and reviewing online ads, I decided to enlist my daughter to help. She reached out to her contacts on social media and within 24 hours I had a handful of credible leads including the new space we are in now at 526 Bay Ave., Point Pleasant Beach.

In today’s culture, you need to create an expectation of what is about to happen. The business world has changed and will continue to evolve. Surround yourself with people who have the same vision and know how to execute it.

I’ve had clients who had visions of opening a deli, restaurant, accounting practice, electrical business, car dealerships, becoming a landlord, etc. The thought process was great about what could be done, but what always seemed to be lacking was the experience of working in that industry before. That does not mean you cannot be successful, but the odds are against you. You may be a great chef, but have you ever run a business? You previously bought and sold houses but were you ever a landlord?

Putting the right team together can make the dream happen. Finances are one of the main aspects of operating a business. Having an experienced financial professional providing guidance can help you insulate the business from market fluctuations and plan for your retirement.

Kevin G. Duffy, CPA/CFF, and Certified Financial Planner®, can work with you to minimize tax liabilities, clarify your savings and retirement goals, advise you on ways to utilize your retirement funds, and create a plan to preserve your legacy for your family.