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Valuable business planning insights you can apply immediately in work and life!


I'm Too Busy Working in My Business! (to work on strategy, plan for my exit, be with my family...)
If you're too busy working in your business, you're not leading it. Build a business that runs effectively without being dependent on you.
Mar 53 min read


Embrace the ‘Year-End Calendar Effect’ to Align Your Goals and Plan for Success
Now is the ideal time to align your goals, prepare for the future, and ensure your efforts today build the future legacy you envision.
Jan 234 min read


Pause, Reflect, and Redefine: Planning for Your Next Chapter
Transform your 2024 reflections into a strategic plan that sets you up to achieve your value creation and business exit strategy goals.
Dec 17, 20244 min read


Enjoy the Journey! Successful Exit Planning Begins While You’re Still Working
Discover how to build value in your business, enjoy the present, and prepare for a successful exit on your own terms.
Nov 12, 20244 min read


The Power of Mentors, Boards, and Peer Groups: Shaping Business Success
Don't go it alone! Drive business growth, personal and professional success through mentorship, boards, and peer groups.
Oct 23, 20245 min read


Say ‘I Do’ to Smart Investments: Your Business Exit Strategy Deserves More Than a Wedding
Preparing for your business exit is an investment that will require time and effort – and where the ultimate ROI is securing your future.
Sep 17, 20244 min read


The Power of Transparency in Business: Building Trust and Driving Success
Transparency isn't just a business strategy—it's a commitment to integrity that sets your company apart.
Aug 16, 20244 min read


Boost Your Business Value: Master Financial Statements Before You Sell!
Focus on your company's financials today to increase business value now and impress potential buyers when you're ready to exit.
Jul 23, 20244 min read


Securing the Legacy: Mastering Family Business Transitions with Advanced Planning
Family business transitions are complex, but the rewards of preserving a family legacy and achieving long-term success are worth the effort.
Jun 26, 20244 min read


Unlock Your Business’s Value: The Power of Strategic Exit Planning
Focus on building value and incorporate exit planning into your daily life as a business owner - it's just good business strategy!
May 23, 20244 min read


The Unseen Wisdom: Lessons Only Age Can Teach
Some truths are only revealed with the passage of time, shaping our perspectives, transforming our priorities, and enriching our lives.
Feb 22, 20243 min read


Write Your Story: Take Action to Achieve Your Dreams
As we all get lost in the “activity,” do not lose sight of the actions that you take towards a greater vision.
Jan 23, 20243 min read


Navigating Unsolicited Offers: To Sell or Not to Sell?
While it’s flattering to receive unsolicited offers to buy your business, pursuing these leads is rarely in YOUR best interests.
Dec 20, 20234 min read


Safeguard Your Partnership: 3 Business Agreements You Need in Place Before Conflict Hits
Do you have agreements in place to ensure the company - and your relationship - survives the ups and downs of business?
Nov 22, 20234 min read


Great Leadership...What Does it Take?
With the challenges of hiring and retaining talent, what would improving your leadership skills do for you and your business?
Oct 19, 20234 min read


Time is What We Have - Make the Most of it!
Embracing the changing perception of time can lead to a more fulfilling and rewarding transition into the next phase of life beyond business
Sep 19, 20233 min read


Go It Alone or Add a Board?
“Does a board makes sense for my business?” What business owners need to know about advisory and fiduciary boards.
Aug 23, 20234 min read


From Entrepreneurship to Exit Planning Strategy: What Got You Here Can Get You There!
The traits that make for successful entrepreneurs also make for successful exits!
Jul 19, 20235 min read


The Fear of Exiting a Business: Embrace Uncertainty and Seize Opportunities!
4 key principles that will help business owners overcome the uncertainty of exiting your business and seize the possibilities ahead.
Jun 19, 20234 min read


The Baby Boomer Dilemma: Why So Many Owners are Putting Off Exit Planning
Discover the reasons behind the lack of exit planning among Baby Boomer business owners and learn how to overcome the emotional barriers.
May 18, 20234 min read
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