A Tale of Two Mindsets: The Secret to Improving Execution
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A Tale of Two Mindsets: The Secret to Improving Execution

Every business owner has a big dream for their company and wants to make it happen. But it can be overwhelming trying to figure out which decisions are helping the company grow and which ones are hurting. Once a business owner gets in a groove of their company operating smoothly, they often don’t want to…

A Tale of Two Mindsets: How Does Mindset Impact Your Strategy?
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A Tale of Two Mindsets: How Does Mindset Impact Your Strategy?

Every business owner wants the business of their dreams with lots of cash flow and profitability. And with the Baby Boomers reaching retirement age, many are wanting to monetize that business in retirement to have financial freedom. However, business owners often don’t know what they should paying attention to in order to make that happen. They’re…

A Tale of Two Mindsets: Why Documented Processes Matter
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A Tale of Two Mindsets: Why Documented Processes Matter

Every business owner wants to have the business of their dreams with lots of cash flow and profitability. However, not every business owner knows what levers to pull in their business to make that happen. Many will say, “I’m not good at managing finances” or “I might fail at managing the finances of my business,…

A Tale of Two Mindsets
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A Tale of Two Mindsets

Have you ever stopped and examined your mindset as a business owner and leader?   Your mindset impacts all aspects of your company—how you view situations and people and how you approach challenges and opportunities. It is much more nuanced than simply having a positive or negative mindset.  Check out these two business owners with dramatically…

Everything You Need to Know About Business Formation and Tax Implications
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Everything You Need to Know About Business Formation and Tax Implications

When I started my company in April 2009, I didn’t know much about business formation or the tax implications. Thank goodness I had a good friend and CPA who sat me down and told me everything I needed to know. If you’re starting a business, a CPA you know and trust is one person that should…

We’re Halfway There, Are You Livin’ on a Prayer?
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We’re Halfway There, Are You Livin’ on a Prayer?

I remember many vacations driving to our beach destination with two young daughters asking, “Are we there yet?”. My answer was always, “Not yet” or “We’re almost there.” Any parent knows what I’m talking about. Well, we’re halfway through the year. With June 30 financials coming, it’s time to take a look to see if…

What Are Your KPIs Telling You About Your Business?

What Are Your KPIs Telling You About Your Business?

KPI’s, Key Performance Indicators, can change based on what management is looking for our in their performance. The consequence of focusing on certain performance indicators can easily cause a business owner to get more granular in their focus or the positive result in a management change in another. Here’s two stories of how this might…

You Can’t Manage What You Don’t Measure
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You Can’t Manage What You Don’t Measure

I’ve been working with a client for several years now that wasn’t managing their close rate on sales and what their average transaction size was. They purchased a sales tracking software and started tracking their closed won sales and the size of each transaction.   At first, it was hard to get their sales people to…

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