Are you halfway to your goals—or halfway behind? Here’s a simple way to get back on track. At the start of the year, Dana—a sharp CEO of a growing professional services firm—set clear goals: shorter cycle times, fewer errors, and a leaner, more profitable model. But by June, things felt off. Her team was talented,…
Remember those family road trips when a little voice from the back seat kept asking: “Are we there yet?” You’d smile and answer, “No, but we’re halfway.” Well, here we are—halfway through the year. For your business, It’s time to ask: “Are we where we wanted to be?” The thrill of January has faded. Now…
“Time is your greatest enemy.” Tom Cruise’s character in Top Gun: Maverick wasn’t talking about your business exit—but he might as well have been. We’re halfway through the year. If you’ve delayed exit planning, the clock hasn’t stopped ticking—and time is not on your side. ⏱ Why It Matters: A great exit doesn’t happen by…
For Business Owners Who Know This Season Matters Dan owns a commercial HVAC company. He’s 62, built the business from scratch, and every spring, the phones ring off the hook. But last year, after all the hustle… the profits didn’t show up. Why? He was busy — but not strategic. Dan wasn’t alone. In contracting,…
Growth thrives in the right environment—create a culture where it blooms. Tom owned a well-established professional services firm. A proud Gen Xer, he believed hard work alone would drive results. He focused on client service but ignored cultivating a true growth culture within his team. Over time, innovation slowed, key employees left for more dynamic…
Your business is your legacy—here’s how to ensure it thrives in capable hands. Mike ran a successful commercial HVAC company in the Southeast. After 35 years of building the business from the ground up, he assumed his son and daughter—both talented and interested—could simply “take it from here.” So he handed over the keys. No…
Can we talk for a minute about Fear? Fear shows up in business all the time. Not the kind that screams—but the quiet kind that whispers: Fear often disguises itself as logic, caution, or planning—but at its root, it’s False Emotions Appearing Real. Let me tell you about Tom, a contractor in his early 60s,…
Tax time can reveal more than liabilities—learn how to turn tax insights into growth strategies. Mark, a managing partner at a professional services firm, used to dread tax season. Not just because of the looming IRS deadlines—but because it reminded him how little clarity he had around his firm’s profitability. Last year, Mark saw his…
How one Boomer business owner turned tax season into a breakthrough moment. Every spring, Greg—owner of a third-generation contracting business—dreads tax season. It’s a reminder of how much he pays out and how little seems to change. But this year, he did something different. After filing, Greg sat down with his advisor and pulled out…
Taxes can take a bigger bite out of your business sale than you’d expect. Imagine you just closed the deal on selling your business, thinking you’re walking away with a fortune—until the IRS shows up like an uninvited guest at your retirement party. Suddenly, your hard-earned nest egg shrinks faster than a cheap sweater in…
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