Shelby columnist Carey Berger explains how an ESOP can support business succession, employee ownership and long-term growth.
Author Archives: Carey Berger
Carey Berger is president of the Business Service Resource Group, a consulting firm specializing in developing estate and business plans for family owned business. Mr. Berger received his undergraduate degrees in Psychology, Sociology, Political Science, and Criminology, as well as his law degree from the University of Kansas. He is a member of the American and Kansas Bar Associations and maintains his knowledge of the insurance field with CLU and ChFC designations.
Posted inGuest Contributors, Crossroads, Featured News, National, News, The Grocer's Playbook
Crossroads: Future Of Independent Grocery – Growing Next Generation Of Owners
I recently had the privilege of speaking at the IGA Coca-Cola Institute in Atlanta. In the room were some of the brightest young leaders in independent grocery – selected by their organizations because of their talent, commitment and potential. Representing stores and communities from around the world, they and those like them are the future […]
Posted inFinance News, Crossroads, Featured News, Guest Contributors, National, News, The Grocer's Playbook
Crossroads: Beyond Value – Factors Impacting Decision To Sell
Life is complicated. Every decision creates a ripple effect, and no meaningful decision is ever driven by a single factor. Few choices carry more weight for a business owner than the decision to buy or sell. The decision to purchase often is made at a relatively young age, at a stage when there’s not much […]
Posted inGuest Contributors, Crossroads, Featured News, Finance News, National, News, The Grocer's Playbook
Crossroads: How Cap Rates, Lease Terms Affect Grocery Store Property Value
In a previous column, we discussed building businesses to last and some of the factors that influence valuation. Today, we will take a closer look at one area that often creates confusion – the valuation of real estate in the grocery industry. Nerd alert: This one is a little more technical, but I believe it […]
Posted inGuest Contributors, Crossroads, Featured News, National, News, The Grocer's Playbook
Crossroads: The 8 Sales-Building Touchstones
For the third article in our ongoing column dedicated to long-term success over the generations, we have invited keynote speaker and food industry expert Harold Lloyd to share his thoughts on some of the many ideas to help increase the top line of your ongoing business success and value. The most obvious influences on […]
Posted inGuest Contributors, Crossroads, Finance News, National, News, The Grocer's Playbook
Crossroads: Built-To-Last Factors Impacting Value
As we have discussed before, understanding the value of a business is important at every stage of its life. By tracking value over time, we can see its trajectory. By understanding the factors that impact value, we can better identify where to focus our time, energy and investment. In the grocery industry, there are multiple […]
Posted inGuest Contributors, Crossroads, National, News, The Grocer's Playbook
Crossroads: Where Life And Business Meet
This is the first installment of a new ongoing column in The Shelby Report. We’re calling it Crossroads, in recognition of the intersection between life and business, where all of us – especially independent grocers– truly live. Each month, this column will highlight a moment where life and business collide and attempt to offer insight […]
Posted inIndependent Store News, Guest Contributors, National, News
There IS A Future For Independent Grocery
Editor’s note: This is the third of a three-part series of articles intended to provide a view of the path to a brighter future for independent grocery as a whole and to independent grocers. Independent grocery is not in decline – it is in transition. The future will not belong solely to the largest players […]
Posted inIndependent Store News, Guest Contributors, National, News
Building To Last – Timeline For Long-Term Succession In Grocery
Editor’s note: This is the second of a three-part series of articles intended to provide a view of the path to a brighter future for independent grocery as a whole and for independent grocers. In the first part of this series, we discussed the future of our industry. Now, we dive into the tactical […]
Posted inIndependent Store News, Guest Contributors, National, News
What Does Future Of Independent Grocery Hold?
Editor’s note: This is the first of a three-part series of articles intended to provide a view of the path to a brighter future for independent grocery as a whole and for independent grocers individually. As president of the Business Service Resource Group, I’ve spent over three decades working directly with family-owned businesses in the […]