How to compete with the ‘Big Boyz’ as an Exit Planning Advisor
This one is going to be fun to write for me. I am not one of the members of the ‘Big Boyz’ Club and many of you won’t be either.…
How To Grow Your Business and Fly Fish During the Work Week
I can imagine two distinct reactions to this week's newsletter title: How the heck can I possibly do that?!? How can I do it right now?!? Context: I fly fish,…
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…
Stressed business executive sitting at desk and working overtime at night, he is overworked and tired
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…
Hands of unrecognizable businessman using tablet computer in office with double exposure of decentralized exchange interface. Concept of cryptocurrency
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…
exit strategy written by hand, hand writing on transparent board, photo
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…
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…
Finish with a Sprint: Origins
This week I thought it was high time to talk about what ‘Finish With A Sprint’(FWAS) means to me and what I hope it will bring to you. I have…
Black businessman stands to present to colleagues at meeting
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. …
You Don’t Always Get To Pick Your Exit: Don’t ignore reality
I always tell business owners the following: Exit planning is NOT an event One of the first things we do with clients, after the initial period of assessment and valuation,…