Is Your Business Carrying Too Much Junk? Time for a Financial Spring Clean!
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Is Your Business Carrying Too Much Junk? Time for a Financial Spring Clean!

We All Have That Junk Closet… You know the one. The closet (or entire room) full of things you should’ve tossed years ago—old gadgets, outdated clothes, and mysterious cords with no known device. Every spring, we tell ourselves, “This is the year I clean it out.” Yet, somehow, it all remains. The same thing happens…

Spring Cleaning for Your Business Strategy
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Spring Cleaning for Your Business Strategy

Clear out what’s holding you back and plant seeds for fresh growth. Sarah, the owner of a boutique accounting firm, had built her business on referrals and traditional marketing. For years, it worked. But recently, she noticed a troubling trend—client inquiries were slowing, competitors were offering new services, and her revenue was plateauing. At first,…

Spring Into Action: Exit and Legacy Planning for Growth and Value
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Spring Into Action: Exit and Legacy Planning for Growth and Value

John had built his contracting business from scratch—20 years of sweat, long hours, and enough coffee to keep a small country awake. Vacations? Rare. Family time? Sacrificed. Retirement plan? “Work until I keel over.” Then one day, a buddy sold his business for a fortune. Maybe I should sell too, John thought. But when he…

What’s Love Got to Do With Profitability?
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What’s Love Got to Do With Profitability?

Ever had a love-hate relationship with your financials? Sally did. Sally runs a successful professional services firm. Smart, driven, and really good at what she does—but when it came to her numbers, let’s just say she treated them like a bad first date. Avoided them. Misunderstood them. Maybe even feared them. She used to glance…

What’s Love Got to Do with Strategic Growth?
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What’s Love Got to Do with Strategic Growth?

Passion for your business is a powerful thing. It gets you up in the morning, keeps you grinding through the tough times, and makes the wins feel even sweeter. But passion alone won’t grow your business—at least not in the way you need it to. Take Mike, for example. Mike owns a manufacturing company that’s…

In Celebration of Valentine’s Day: Love Your Business Enough to Let It Go

In Celebration of Valentine’s Day: Love Your Business Enough to Let It Go

True love isn’t about holding on too tightly—it’s about preparing for the day you step away. Whether you plan to sell, transition to family, or hand the reins to a capable team, a business that runs smoothly without you is more valuable and more likely to thrive. Yet, many business owners put off exit planning…

Profitability Without the Grind: Start 2025 Strong
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Profitability Without the Grind: Start 2025 Strong

Most business owners think growth requires nonstop effort. What if it didn’t? The grind. It’s the badge of honor for most business owners. Yet, more hours don’t always equal more profit. What if you could achieve profitability without burning the candle at both ends? Here’s the good news: it’s possible. By making small, strategic shifts,…

New Year, New Legacy: Is 2025 the Year to Start Planning Your Exit?

New Year, New Legacy: Is 2025 the Year to Start Planning Your Exit?

As a business owner, you’ve likely poured years of hard work, passion, and determination into building your company. But have you given thought to life beyond your business? Whether you envision more time with family, traveling, or pursuing new ventures, defining your legacy starts with a clear exit plan. If you’ve done little to no…

New Year, New Profits: How to Start the Year Strong
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New Year, New Profits: How to Start the Year Strong

January is here, and with it comes the opportunity to reset, refocus, and set the stage for a profitable year. Whether you’re coming off a strong Q4 or looking to recover from a challenging year, now is the time to act. By starting 2025 on a solid financial footing, you can position your business for…

The Financial Fog: Signs You Need a Strategic Growth Review
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The Financial Fog: Signs You Need a Strategic Growth Review

Running a business is no small feat. It’s a relentless push to grow, adapt, and stay ahead. But what happens when the numbers don’t add up, and the path forward feels hazy? For bold, ambitious, and confident business owners—especially Baby Boomers and Gen Xers—financial confusion can feel like a betrayal of your own success story. …

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