Read more about the article Burnout and the Successful Business Owner: How to Avoid and How to Recover
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Burnout and the Successful Business Owner: How to Avoid and How to Recover

I know burnout well. Personally and professionally, I have met this nemesis on the field of battle (our hearts and minds) and the conflict continues. I imagine you know that…

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Read more about the article If there is a Quarterback on the Team, Who is the Captain of the Defense
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If there is a Quarterback on the Team, Who is the Captain of the Defense

If there is a Quarterback on the Team, Who is the Captain of the Defense?!?  How Business Owners need to ‘draft’ the right players to run both sides of the…

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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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