With the holiday season just around the corner, it’s the perfect time to prepare for joyful celebrations. The holidays can be an exciting time for many, but they can also bring on financial stress. That’s why we’ve put together some budgeting tips to help you make the most of the holidays while keeping your finances […]

The entrepreneurial journey can be a rollercoaster, and we want to help you stay on top of the ride. So, today, we’re sharing some valuable tips on how to combat entrepreneur burnout and keep your inspiration alive. 1. Prioritize Self-Care. It’s not selfish to take care of yourself. In fact, it’s essential for your well-being […]

What scares small-business owners? According to the survey, they are most worried about: So, what’s a nervous small-business owner to do? Instead of fretting about how government regulations, shutdowns, and debt defaults might affect your bottom line, channel your energy into focusing on what you can control: financial planning, customer retention (and acquisition), and risk […]

Many advisors to business owners think a sale to key employees is a great option for companies that don’t reach the “sale to third party” threshold. Typically, they define this threshold as the point at which a business can be sold for (largely) cash. Depending on a variety of factors, this threshold is usually around […]

“My investment advisor suggested that I sell my company to an ESOP. Is that a good idea?” “My estate planning attorney recommended that I begin giving my business to my children. What do you think?” “I’m getting tired of running my business every day. My accountant thinks a sale to a third party is a […]

Building a business is challenging enough as it is. With the right Advisor Team, you can focus on business challenges while your advisors create strategies that help you compound your success in the future. But how do you build an Advisor Team that works for you instead of against each other? Consider the story of […]

Success is rarely linear. As a business owner, it’s important to both acknowledge that fact and create plans that can provide short-term results while having long-term impacts. Today, we’ll show you four areas in which strong planning and realistic goals can position you to achieve more success in the coming year. 1. Building strong management […]

It’s interesting how many times what I do is confused with a Business Broker. People hear Exit Planner and they assume I help them sell their business. Well, I do and I don’t. In this 4 minute video, I break down exactly what Exit Planning is and why it’s vital to your successful transition out […]

A longstanding mantra for successful business planning is to create specific goals. However, there is such a thing as being overly specific in your goals to the detriment of other things that matter to you. I want to talk about how adding fuzziness to specific goals can make your business planning strategies more fulfilling.