Planning

Jan 19, 202213 min read

Maximize Business Value Focus Sheet, Part 2

In this series we’ve already talked about budgeting, succession planning, and building your Green Box, and Growth. Today, we wrap up our...

Dec 15, 20215 min read

Planning for Success in 2022: The Green Box Exercise

For most of us, the part of life we least prepare for is the end. I was reminded of that last summer when a friend and colleague, Steve,...

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Dec 8, 20218 min read

Planning for Success in 2022

If you want to guarantee Success - you should start with “Succession” This is part 2 of our series of blog posts and podcasts to get your...

Sep 15, 20214 min read

Delegation: The Most Overlooked Skill to Building Business Value

When I talk challenges with SMB owners and leaders in my role as a business coach, I identify most frequently one obstacle. Not...

Jul 14, 20213 min read

The Role of a Financial Advisor

Why you need a professional even if you don’t think you do! A common conversation with business owners: BizOwner: I need the business to...