Hey, are you holding a job, or growing a company? There’s no judgement here either way. I’m just curious. The people that devote time, energy,

It’s been a minute! I wanted to check in with you. How’s business? For me, really fun! I’ve had the opportunity to work with clients

So, how many of you contacted me, your financial planner or your exit strategist to begin working on your family business succession plan? Remember that

As of 2019, PwC’s Family Business survey found that JUST 18% of family owned businesses have a robust succession plan. The study can be found

What stops you from creating a vision of your ideal exit from your business? Finances? Time? Fear of aging? Too young to retire? Fear of

Last week I spoke with a management team member of an international corporation. We had an impromptu coaching session. It wasn’t enough. There was so

Take out your aging well plan. You do have one, right? Why not? We all have something lurking in the backs of our minds; but

“Wall Street Cuts Market Forecasts” “Apple’s iPhone XR Falls Short of Hopes” “Shutdown is Felt As Sides Dig In” Each of these articles appeared in

Hello, 2019! On this 1st Friday of the 1st week of the 1st quarter, I’d like to share a book with you. Bob Johansen’s, The

There are as many ways to set your business up to successfully transition, as there are ways it can go off the rails. Is it

Creating a business that is deal ready can make all the difference to your financial security in the long term- be that attracting investors, key

Human beings are hard-wired for connection and community Business owners frequently underutilize the value of a successful team. As The M&A Coach, I encourage owners

Today as leaders, we can combine psychology with neuroscience and our own experiences, to intentionally, mindfully, create a community within our organizations that: lowers our

Today I’d like to take a few minutes to discuss relationships ~ specifically: The “Why” ~ leaders should care about developing business relationships The tools

Service v. Excellence: Valuable Values, Especially When Integrated Today we continue with our discussion of Will of Widget & Co. You may remember that Will’s

Last week we examined personal values. Let’s use this week to really dig into values within in your organization. You were asked to choose five

Values Assessment Navigating the many twists and turns of business ownership can be a complex process. Identifying & prioritizing your values provides direction in decision

I like this acronym. It stands for: Compilation Review Audit Valuation Estate Planning On of the most confusing aspects of buying, selling, or passing ownership

What is your strategy for creating wealth from your business? Some family-owned, closely-held business owners begin by focusing on the profit and loss sheet, or

Before you engage in a difficult conversation, give some thought to your intentions and assumptions. Dial back the internal dialogue. Ask yourself, how true are

Most of us have too much noise inside (and outside) of our heads, don’t we? Listening is a skill and a discipline. Our clients have