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

Jan 234 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.

Dec 17, 20244 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.


Nov 12, 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.

Sep 17, 20244 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.


Jul 23, 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.

Jun 26, 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.

May 23, 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!

Dec 20, 20234 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.

Nov 22, 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?


Sep 19, 20233 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


Jul 19, 20235 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!

Jun 19, 20234 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.

May 18, 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.

Apr 18, 20234 min read
Reclaim Your Time & Maximize Your Impact
7 essential tips to help business owners shift from working IN to working ON your business. Create a business that that can run without you!

Mar 20, 20235 min read
It's Time to Rethink Your Thinking!
What if, as a business owner, you rethought your views on what “exit planning” means?

Nov 21, 20224 min read
When You Don't Have All the Answers
Most business owners don't know where to start when it comes to planning and preparing for their future exit or transition. Get answers!

Jun 14, 20224 min read
Exit Planning Strategies: 4 Steps to Finding Your Sell-By Date
Selling a business takes time to plan, prepare, and execute. The sooner you start working on your business exit strategy, the better!

Apr 15, 20223 min read
A Purpose Driven Business is More Successful. What is Your "Why"?
Aligning your business with your life purpose will make your business economically stronger and more prosperous. What is your "why"?

Mar 17, 20224 min read
Preparing for the Unexpected
Business owners are human, and life rarely goes according to plan. Are you and your business prepared for the unexpected?

Aug 23, 20214 min read
Will Broken Relationships Be Your Legacy?
Avoiding the planning doesn’t make the exit and transition easier. In fact, it can create a family divide that will last forever.
Are you ready to take the first step in building a value-focused, transferable business?
Schedule your free initial consultation today!
Prefer email? We look forward to hearing from you!
bottom of page