There is a New Quarterback on the Team: Why Financial Advisors Are Now The Most Trusted Advisors for Business Owners

The traditional ‘quarterback’ for a business owner planning their eventual exit of their business was traditionally the CPA.  No longer. The 2023 National State of Owner Readiness Report, published by…

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Read more about the article Burn Out and the Business Owner:  One of Your Greatest Threats to a Successful Exit on Your Terms
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Burn Out and the Business Owner: One of Your Greatest Threats to a Successful Exit on Your Terms

Burnout It is terrifyingly real. I see it and combat it in my coaching practice on a regular basis. My ideal clients, owners of successful financial services businesses looking to…

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Read more about the article Should You Apply De-Centralization to Your Marketing as a Business Owner Looking to Drive Value?
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Should You Apply De-Centralization to Your Marketing as a Business Owner Looking to Drive Value?

One of the things that is essential for business owners when driving value growth and preparing for an exit with favorable options is decentralizing. Typically, I have seen this expressed…

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Read more about the article Who Should I Hire To Help Me Drive Growth and Exit Value For My Business?
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Who Should I Hire To Help Me Drive Growth and Exit Value For My Business?

Business owners want both growth and exit value increase for their businesses and why shouldn’t they?  I certainly do for my current businesses now and am actively working towards both…

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Why a CEO Joining a Peer Advisor Council group might be the key to unlocking more growth and a better multiple upon your exit from the business.

As a serial entrepreneur that is constantly curious about new businesses to invest in and grow, I don’t suffer from a lack of information about how to grow my business…

Continue ReadingWhy a CEO Joining a Peer Advisor Council group might be the key to unlocking more growth and a better multiple upon your exit from the business.
Read more about the article Why Business Owners Should Have Their Financial Advisor Sitting ‘First Chair’ On Their Advisory Board
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Why Business Owners Should Have Their Financial Advisor Sitting ‘First Chair’ On Their Advisory Board

In the 2023 National State of Owner Readiness Report prepared by the Exit Planning Institute, a whole bunch of really valuable information is shared freely with the business owner community. …

Continue ReadingWhy Business Owners Should Have Their Financial Advisor Sitting ‘First Chair’ On Their Advisory Board