Tag Archives: gary pittsford

By Gary Pittsford, CFP In May, the North American Hardware and Paint Association (NHPA) focused on how to build a bench of well-trained employees inside your company to help you grow the business and manage it effectively. Building a bench …

By Gary Pittsford Partner & Chief Valuation Officer (ret.) and Consultant Creative Planning Business Services In August, the North American Hardware and Paint Association (NHPA) recognized its 2024 Young Retailer of the Year honorees at the Independent Home Improvement Conference. …

After over five decades advising independent and small business owners, Gary Pittsford is hanging up his financial planning hat and tenure as partner and chief valuation officer of Creative Planning Business Services. Well, almost.  “It’s time for me to slow down …

Whether planned or unexpected, every business changes hands at some point, and most make a transition several times in the life of the operation. According to the PwC 2021 Family Business Survey, 50% of family businesses expect to increase the …

Signed into law March 27, the Coronavirus Aid, Relief and Economic Security (CARES) Act includes nearly $350 billion in federal assistance through a small business loan program. Offered by the Small Business Administration (SBA), the Paycheck Protection Program (PPP) aims …

While you may not like to think about it, you need to plan for what will happen if you are abruptly unable to continue in leadership. To do this kind of succession planning, there are a variety of legal and …

Whether you are building your employee schedule for next month or investing in a new category without knowing how it will perform, you are often asked to make decisions that would be simpler if you had a crystal ball. However, …

In 2020, Hardware Retailing is talking about succession planning in each issue of the magazine. To get the series started, we consulted with Gary Pittsford, president and CEO of Castle Wealth Advisors, a financial advisory firm that has been guiding …