Towne Advisory Blog

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Alternate Valuation Date

When you’re dealing with a loved one’s estate, there can be a lot of foreign terms suddenly tossed at you. One of them may be alternate valuation date. This phrase may sound like gibberish and the explanation even more so. Figuring all of…
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Small Business Success Story: Amber Setter, Professional Coach

Real Life = Work Life + Mom Life In this week’s small business success story, we highlight Executive Leadership Coach and sole proprietor Amber Setter. Amber is a Professional Certified Coach (PCC) who works with executives and other professionals…
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Small Business Success Story: Killroy Pest Control

Lately, we’ve been focusing on small businesses that have figured out how to navigate these unprecedented times. We talked to Elizabeth at Sift+Pour Bakery who created a social distancing survival kit to help bring in a new stream of revenue…
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Small Business Success Story: Wine and Liquor Mart

During times like these, it’s always interesting to see what new and innovative ways small businesses are working to reach out to old and new customers alike. About a week ago, we highlighted the Sift+Pour Bakery in Dallas, Texas. This week,…
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Small Business Success Story: Sift+Pour Bakery

I need a quick break from the madness, don’t you? I wanted to highlight a small business in our circle that has taken this opportunity to think outside the box. They have brought smiles to faces while adding a helpful new stream of revenue…
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How to Keep Your Business Healthy in These Uncertain Times

In these incredibly uncertain times, I’m fielding a lot of calls from current and past clients about what they can do to manage the current state of their businesses and hopefully emerge on the other side battered, but still in business and…
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How Businesses Can Responsibly Respond to the Novel Coronavirus

No one wants to see something like the recent outbreak of the novel coronavirus make headlines around the world, but it happens. It’s undeniable that the worldwide spread of the novel coronavirus has had an impact not just on our everyday…
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Business Valuation and Finance Terms You Should Know But Feel Dumb Asking About

When it comes to finance, it's hard to know all the special terms and abbreviations that get tossed out in the middle of a conversation. By the time you Google the meaning of a term, you've missed about 30 seconds of the meeting and you're…